Concurrent

About

Concurrent is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients. We provide the foundation to launch an independent business, ongoing scale, resources to allow advisors to focus on the best use of their time with clients, and a community of like-minded advisors.

We are currently one of the largest and fastest-growing registered investment advisors (RIA) in the country. For more information, visit www.poweredbyconcurrent.com.

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corporate retirement plan consulting, nonprofit retirement plan consulting, investment management, financial planning, 401 plan rollovers, retirement planning, credit, lending & cash management, asset management

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