Matt Smith, CFP®, CFA® Concert Financial Planning, LLC

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About Matt Smith, CFP®, CFA®, CIMA®, CAIA®

Concert Financial Planning is designed for BigLaw and Private Practice attorneys, who feel like their life is going “live” and need to take action to manage their finances.

There are many reasons that people find themselves looking for help, each one specific to their own story and situation. Whatever your reasons may be, I created Concert Financial Planning to help you organize your finances and get on the right path to achieving your goals.

I named the firm “Concert” for two reasons: One, it speaks to my personality and passion outside of work, in that I’ve played music since I was 9 years old. But more importantly, it speaks to the need to have all of the different aspects of your financial life work together “in concert”. I help you create a comprehensive strategy that looks at your cash flow, budget, retirement plan at work, investment accounts, emergency funds, insurance, estate plan (yes, you need one), tax strategy, debts, and so much more. All of these things need to work together in order for any of them to be effective.

While a lot of these things sound boring compared to the excitement (or anxiety) that come along with investing, they are important. The good news is that by working with a professional, you can offload much of the day-to-day work that is required to maintain a financial plan, and instead focus on the things in life that are more important to you. That is why I’m here.

My formal background is this: I grew up in a family of financial professionals (grandfather, dad, and brother). I graduated from the University of Texas at Austin with a B.A. in Economics, and have been working in the financial services industry ever since (15 years). During that time, I not only obtained the requisite licenses, but earned certifications focused on financial planning (CFP®) and investment analysis (CFA®, CIMA® and CAIA). After working with clients that were financial advisors themselves at large bank brokerages and independent firms across the country, I launched Concert Financial Planning to focus on what I found to be an under-served market: you!

My goal is to help high income individuals and families get on the right track early on so that they can avoid pitfalls and missed opportunities that can add up by the time most people get help, in or near retirement. I hope you’ll reach out so we can discuss what prompted your search for an advisor that identifies with your stage in life and is eager to help you navigate “When Life Goes Live”!

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Ideal Clients

  • Attorneys
  • Family Financial Planning
  • Gen Y/Millennials
  • HENRY

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Quarterly Fee: $1000+/qtr
  • Flat Fee: $3000+/engagement
  • Hourly Fee: $300+/hr
  • Assets Under Management: 1.00%

SEC Records

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