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About Concurrent Advisors
Concurrent is a trusted partner that empowers clients to achieve their financial goals with confidence and peace of mind. The firm specializes in providing comprehensive financial services that focus on delivering personalized, client-centric solutions. By offering a range of services, including retirement, investment, tax, estate, and real estate planning, Concurrent helps clients navigate the complexities of their financial journeys.
With a client-first approach, Concurrent combines advanced technology with hands-on support to create tailored strategies that align with individual needs and aspirations. The firm’s team of experienced professionals works collaboratively to ensure that clients receive the highest level of care and guidance, helping them manage risks, maximize opportunities, and achieve lasting financial security.
Dedicated to elevating the financial planning experience, Concurrent offers a seamless, independent, fee-only approach, ensuring that clients receive unbiased advice focused solely on their best interests. By leveraging resources, expertise, and a commitment to continuous improvement, Concurrent helps clients build a secure financial future, no matter what stage of life they are in.
Pricing options
Regulatory filings
Areas of specialty
- Retirement Planning
- Investment Planning
- Tax Planning
- Estate Planning
- Social Security Planning
- Insurance Planning
- Risk Management
- Client-Focused Service
More about Concurrent Advisors
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 323135 | 132 |
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Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Concurrent Advisors.