Wealth Management AdvisorS
Live With Freedom.
Retire With Confidence.
We help you build a financial plan that supports the life you want today and your retirement future.
Comprehensive Wealth Management Services
Financial Planning Built Around
Your Life and Goals
Your financial future shouldn’t feel like guesswork. We design personalized strategies to help you manage your money, plan for what’s ahead, and make informed decisions with confidence—while still living fully today.
Wealth Building & Investment Management
A strategy designed for long-term growth and financial security. We help you invest wisely, maximize returns, and build a strong foundation for the future.
Retirement & Lifestyle Planning
Tax Planning & Estate Strategies
Optimize your wealth with proactive tax planning and estate strategies that protect your legacy. Smart planning today ensures financial security for generations to come.
Comprehensive Financial Planning Approach
You Deserve to Live With Clarity and Confidence
Financial planning isn’t just about numbers—it’s about creating a life where your money and goals align seamlessly.
That’s why we take a Concurrent-ly™ approach—a philosophy that balances today’s needs with tomorrow’s security, so you can build wealth and enjoy life at the same time.
Financial Planning And Advice For Peace of Mind
Enjoy Life Today Without Sacrificing Tomorrow
You’ve worked hard to get where you are, and you deserve to enjoy it. At Concurrent, we believe financial planning should support the life you’re living and the future you’re building.
Our approach is designed to support both: helping you make informed decisions, protect what you’ve built, and move forward with confidence.
Meet the Expert Behind Your Financial Freedom
Named a Top 100 Financial Advisor, Dr. Preston Cherry isn’t just an expert—he’s an educator, researcher, and advocate for financial wellness. His Life Money Balance® approach has been featured in The New York Times, CNBC, and more.
With a passion for helping people align their finances with their values, he’s here to make sure your money works for you—not the other way around.
Build Financial Confidence With Strategic Guidance
Imagine Feeling at Peace With Your Money
- You’re tired of the hustle and don’t want to worry about your financial future.
- You want security & peace of mind, knowing your plan supports your entire life—not just retirement.
- You’re over the money stress and ready to live a life of abundance without constant sacrifice.
- You feel confident and in control of your money, so you can focus on what truly matters.
- You have a financial expert who helps you balance enjoying life today with planning for tomorrow.
- Your financial future is handled, with a flexible plan that adapts as your life changes.
Flat Fee Financial Advisors for Personalized Planning
Your Financial Future,
Your Way.
Forget one-size-fits-all plans. We help you create a financial strategy that works for your life—so you can build wealth, retire securely, and live stress-free.
- Comprehensive financial planning
- Lifestyle planning
- Investment management
- Tax planning
- Retirement planning
- Estate & charitable giving planning
What to Know About Working With a Wealth Management Firm
Frequently Asked Questions
We help affluent late-stage Millennials, Gen X, pre-retiree, or retirement households. Our financial planning and investment management are designed to serve best:
“6 to 7“ Households with high six-figure incomes earning $250,000+ building wealth towards a seven-figure net worth. HENRYs—High-income-not-rich-yet.
“6 and 7” Households with high six-figure incomes earning $250,000+ and holding a seven-figure net worth.
“7 and 7” Households that have seven-figure earnings and net worth. (or eight-figures plus)
Yes. We find that affluent late-stage Millennials, Gen X, pre-retirees, and retirees who value collaborating with a financial advisor for financial planning services that provide financial advice that looks at your whole picture benefit the most from partnering with us.
Yes. All financial advice and services you receive from Concurrent will always have your best interest first. Our goal is to help you achieve your goals.
We offer transparent fees for financial advice. We offer comprehensive financial planning, risk management insurance solutions, and investment management. You can select one or a combination of services that fits your best interests.
We can immediately serve you in any State in the United States. We are registered in Texas, Wisconsin, and North Carolina, with South Carolina pending. We have clients outside these states and remain compliant.
If required, we can file State registration simultaneously while we serve you. Please get in touch with us for international services.
Yes. To ensure that we deliver top-notch client service, we ask that you transfer your investment accounts to our firm. Here are the reasons why.
Your wealth management advice fee is flat-fee, which means your fee is not tied to the dollar size of your portfolio. Your advice fee is value-based regarding the wealth management service depth, breadth, and advisor relationship you receive. You have the option to add an investment management service fee.
Organizing your investments in one place helps you improve your investment organization and reduce anxiety from disjointed accounts.
We deliver better administrative capability, advisor service quality, and investment management efficiency through our ultra-modern, easy-access, tech-savvy custodian Altruist. This investment platform makes monitoring everything in one place easy!
We also offer custodian services with Charles Schwab Advisor Services.
Have a different question? Email us at contact@concurrentfp.com
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