Concert Financial Planning, LLC

Concert Financial Planning, LLC, is a fee-only fiduciary financial planning firm designed for young professionals entering the prime of their career. We help you navigate important financial decisions in order to build a bedrock upon which you can grow your family, excel in your career, and spend time on your passions beyond the workplace. 

We are headquartered in Houston, TX, and currently serve clients in Houston, Austin, and Dallas. If we are a fit for each other, we will offer our services to clients beyond our home state of Texas. We prefer to work in a relaxed atmosphere, free from jargon, suits, and pontification. We want to work with people we like and we like nice people. 

Our name comes from our founder's first passion, music. Matt has played guitar since he was 9 and been in a band with the same guys since he was 13. 25 years later, Concert Financial Planning has been designed to help high earning professionals plan for their finances, and do so in a fun and creative way. 

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Advisors at this Office

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This Office

2950 North Loop W Brookhollow Central III Houston, TX 77092-8843 Phone: (713) 804-7772

Primary Office

2950 North Loop W Brookhollow Central III Houston, TX 77092-8843 Phone: (713) 804-7772