Meet Your Modern Financial Advice Team
Dr. Preston Cherry
FOUNDER AND CEO | WEALTH ADVISOR
Personal Financial Planning Ph.D. | Accredited Financial Counselor | Certified Financial Therapist | Certified Financial Planner
Dr. Eiman Osseilan
MANAGING PARTNER | CHIEF COACHING OFFICER | WEALTH ADVISOR
Personal Financial Planning Ph.D.
Dr. Philip Gibson
CHIEF COMPLIANCE OFFICER | WEALTH ADVISOR
Personal Financial Planning Ph.D. | Certified Financial Planner
Dr. Mark Evers
CHIEF PLANNING OFFICER | WEALTH ADVISOR
Personal Financial Planning Ph.D. | Chartered Retirement Planning Counselor | Certified Financial Planner
Dr. Ajamu Loving
CHIEF INVESTMENT OFFICER | WEALTH ADVISOR
Personal Financial Planning Ph.D. | Certified Financial Planner
We Value You
Walk through our doors, and we’ll help you secure your path.
01
People First
We are multicultural, emotion-forward, and human-focused, serving the aspirational, affluent, and abundant-minded.
02
Trusted space
We offer compassion and a trusted space for you to express vulnerability and courage. In a no-shame, no-judgement zone, we meet you where you are so you can get where you want to go.
03
Unique Identity & Path
We appreciate your values, experiences, and cultures to help you navigate life events and achieve your version of financial freedom.
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.
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We can immediately serve your State of residence. We are currently registered in Texas and Wisconsin, with North Carolina forthcoming. We have clients outside these states and remain compliant. If required, we can file State registration simultaneously while we serve you.
Yes, we find that late-stage Millenials, pre and early-post-retirees meeting the affluent, abundant, collaborator mindset find value in our services.
We are a fee-based firm. This means we offer transparent fees for financial advice, risk management insurance solutions, and investment management. You have the freedom to select one or a combination of services.
We help affluent and abundant-minded Gen Xs build wealth to maximize their lifestyle now and optimize their future retirement with confidence.
- “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 having seven-figure earnings and net worth and beyond.
We are a fee-based firm. This means we offer transparent fees for financial advice, risk management insurance solutions, and investment management. You have the freedom to select one or a combination of services.
No, you have transferring freedom. However, organizing your investments in one place helps you improve your investment organization and reduce anxiety from disjointed accounts. We deliver better management efficiency and service quality by offering an ultra-modern, easy-access tech Alturist Investment Platform. Making it easy to monitor everything in one place!
