Concert Financial Planning, LLC
Concert Financial Planning is designed for BigLaw Attorneys.
Optimize Savings | Reduce Taxes | Manage Debt | Maximize Income
We deliver expert financial advice in a modern way:
- Fee-only means that we do not sell financial products or earn commissions of any kind. We are paid strictly by our clients for the advice we deliver.
- Fiduciary means that we are bound by law to always work in the best interest of our clients.
- Independent means that we are owned by our founder, Matt Smith, and do not answer to shareholders or other stakeholders who may not have interests aligned with our clients' interest.
We help you organize your finances and then navigate the important decisions that will impact your family, career, and goals. We prefer to work in a relaxed atmosphere, free from jargon, suits, or pontification. We serve BigLaw attorneys and Private Practice attorneys due to our professional and personal experience in working with this specialized clientele.
The name "Concert" comes from our Founder's passion for playing music, but more importantly from the need to coordinate all of the aspects of your financial life so that they work together, in concert. Carrying along with this theme, our firm is designed for people at a certain stage, namely, "When Life Goes Live"!
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identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.