A complete list of active advisors currently associated with Concurrent Wealth Management

Warmer can help you find a great advisor at Concurrent Wealth Management or one who fits your needs even better.

Concurrent Wealth Management is a virtual, fee-only registered investment adviser that works with individuals and retirement-plan sponsors. The firm provides ongoing all‑inclusive comprehensive financial planning with discretionary investment management billed as flat monthly subscription tiers, one‑time advice‑only planning, financial coaching, retirement plan consulting, corporate financial wellness programs, and periodic educational seminars, webinars, and speaking engagements. Investment management is integrated into the planning process and generally follows a core‑and‑satellite, long‑term strategic asset‑allocation approach using low‑cost index mutual funds and ETFs supplemented by actively managed funds or outside managers when appropriate. Portfolios are managed on a discretionary basis with ongoing monitoring and at least quarterly reviews, while the client process explicitly incorporates behavioral work (including “money psychology” exercises) and education. Compared with many independent advisers that charge percentage‑of‑AUM fees, Concurrent’s flat monthly subscription model that includes investment management is an uncommon fee structure for firms of this type. The firm’s combination of subscription billing, formal financial‑coaching and financial‑therapy elements, and a suite of corporate workshops and online financial‑wellness resources distinguishes it from most solo independent advisers.

To learn more about the advisors currently working at Concurrent Wealth Management, 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.