Atlanta, GA Office

Concert Financial Planning provides financial planning and investment management primarily for BigLaw attorneys and their families, while also serving individual and high-net-worth clients and offering employee‑benefit plan and hourly limited‑scope services. The firm reports approximately $28.6 million in assets under management and a small advisory team that works with a limited number of client households.

Their investment approach combines passive, low‑cost portfolio construction with fundamental and economic analysis, and the firm may layer options overlay strategies (e.g., covered calls, protective puts, collars, loss buffers, and box spreads) to manage downside or generate income. Concert generally manages accounts on a discretionary basis, tailors portfolios to existing holdings and tax considerations, and, when appropriate, engages third‑party advisers to implement logistics such as direct indexing or options liquidity strategies.

Compared with peers, the firm uses a flat fee model tied to client circumstances rather than a percentage‑of‑assets billing approach and positions itself as a financial coordinator who sources outside specialists when needed. The brochure discloses the firm’s use of endorsements and client testimonials in advertising and highlights a small, specialized practice focus and the adoption of relatively sophisticated options overlays for a firm of its size.