Matt Smith - Financial Professional

GOLD Financial Professional
Matt Smith
Founder and CEO
Concert Financial Planning, LLC
Contact Info:
2950 North Loop West, Ste 500
Houston, TX 77092
Licensed/Registered in:

Concert Financial Planning is a modern, fee-only, fiduciary financial planning and investment management firm designed for BigLaw and Private Practice attorneys. We help you navigate the important financial decisions you'll make in order to build the bedrock upon which you can grow your family, career, and passions.

Concert Financial Planning, LLC, is a registered investment adviser offering advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information shared on this page shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERâ„¢, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. Investments & Wealth Instituteâ„¢ (The Institute) is the owner of the certification marks "CIMA," and "Certified Investment Management Analyst." The use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals. CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.


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