A complete list of active advisors currently associated with Concert Financial Planning, LLC
Warmer can help you find a great advisor at Concert Financial Planning, LLC or one who fits your needs even better.
Concert Financial Planning serves individuals and families with an emphasis on attorneys in large law firms, offering comprehensive financial planning alongside discretionary investment management. The firm also provides employee benefit plan consulting and limited-scope hourly engagements, and it coordinates with outside specialists for insurance, tax filing, and estate planning when those services are needed. Investment management is primarily passive and tailored to each client’s circumstances, with portfolios constructed around asset-allocation targets and implemented using low-cost index funds and ETFs. The firm may layer options-based overlay strategies (for example, income-generation and downside-buffer techniques) and at times engages third-party advisers for logistical implementation such as direct-indexing or options liquidity strategies. Compared with many peers, the firm is a small adviser with roughly two advisors and under $30 million in assets, focused narrowly on the BigLaw niche and related household dynamics. It also adopts some uncommon practices for its peer group: it uses client endorsements and testimonials in its advertising and operates without a percentage-of-AUM billing model, while offering a mix of employee-plan work and ad-hoc hourly projects.
To learn more about the advisors currently working at Concert Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Atlanta, GA
| 7
| |
Houston, TX
| 20
|
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