Accordant Advisory Group, Inc.

Accordant Advisory Group serves individual clients—including high-net-worth individuals—as well as pension and profit-sharing plans, charitable organizations, and corporations, offering portfolio management, written financial planning, and ERISA retirement-plan consulting. The firm manages roughly $278 million in client assets across discretionary and non-discretionary accounts and delivers advisory services through the Raymond James Ambassador Investment Account program.

Portfolios are typically constructed from individual stocks, ETFs, actively managed mutual funds, passive index funds, fee-based index annuities, and individual fixed-income securities, and may be managed on either a discretionary or non-discretionary basis. The firm uses a combination of fundamental and technical analysis, conducts ongoing monitoring, and reviews Ambassador accounts at least quarterly; financial planning engagements produce written reports based on in-depth client interviews.

What is distinctive for a firm of this size and type is that it acts as portfolio manager within a sponsored wrap-fee program administered by Raymond James, a feature that is uncommon among peers. The firm’s principal also maintains an insurance license and may receive customary commissions for insurance product sales—a relationship disclosed in the brochure—and the inclusion of fee-based index annuities in its investment menu reflects that affiliation.