Money with meaning.
Wealth with well-being.
Independent flat-fee financial planning with investment management included
We advise executives and high-earning professionals — especially Gen X —through comprehensive financial planning. We strengthen retirement durability while preserving lifestyle flexibility today. Flat-fee. All-inclusive. Investment management included. Never priced as a percentage of portfolio growth.
Transparent flat-dollar fees tied to complexity and value. Not portfolio growth.
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.
Financial Planning For Peace of Mind
Enjoy Life Today Without Sacrificing Tomorrow
You’ve worked hard to get here. Your financial plan should support the life you’re living and the future you’re building. With Financial Harmony™, we coordinate every part of your money life around your goals so you can move forward with clarity and confidence.
- Clarity for spending, saving, and cash flow
- Tax-aware investing with disciplined rebalancing
- Retirement income you can trust
- Protection, estate, and charitable giving—coordinated
Meet the Expert Behind Your Financial Freedom
Named a Top 10 Investopedia Financial Advisor, Dr. Preston Cherry isn’t just an expert—he’s an educator, researcher, and advocate for financial wellness, standing at the forefront of modern wealth management. His Financial Harmony™ approach has been featured in The New York Times, Kiplinger, MarketWatch, Morningstar, CNBC, and more.
He helps people align their finances with their values so money becomes a tool for living fully, not a source of stress.
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 fiduciary advisor 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.
ALL-INCLUSIVE FLAT-FEE PLANNING (INVESTMENT MANAGEMENT INCLUDED)
Your Wealth,
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 & spending guidance
-
Investment management
(disciplined & tax-aware) - Tax planning & strategy
- Retirement income planning & timing
- 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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