Houston-Based Flat-Fee Financial Advisor
Money with meaning.
Wealth with well-being.
Independent, Flat-Fee Financial Advisor | Founder, Concurrent Wealth Management
Dr. Preston Cherry is a Houston-based, flat-fee fiduciary financial advisor and founder of Concurrent Wealth Management, helping high-income Gen X professionals, business owners, and oil & gas executives navigate retirement, taxes, equity compensation, and major financial decisions through comprehensive financial planning and integrated investment management.
Based in Houston and serving clients nationwide, he helps clients align financial strategy with long-term flexibility, confidence, and well-being through comprehensive financial planning designed around life transitions, complex decisions, and long-term financial success.
Strategic Financial Planning for Your Peak Earning Years
You’re successful. You’ve worked hard. You’ve built income and grown assets. But is your wealth truly aligned with your life?
I advise executives, business owners, and high-earning professionals through comprehensive, fiduciary financial planning designed to strengthen retirement durability while preserving lifestyle flexibility today.
That means coordinating tax strategy, investment architecture, equity compensation planning, and retirement decisions so you can make confident choices during your peak earning years without compromising your long-term financial position.
You still wonder
- “I make good money… so why do I still feel behind?”
- “Am I doing all this just to feel more anxious?”
- “Why does financial success still feel so uncertain?”
- “Can I really retire on time... or am I just hoping it all works out?”
If you’ve asked yourself any of these, you’re not alone. It’s not about working harder. It’s about getting aligned.
Financial Planning Built Around Your Life
I help high-earning Gen X professionals, business owners, and oil & gas executives align their wealth with their values so their money supports the life they want today and in retirement.
Through comprehensive financial planning, investment management, tax strategy, and behavioral guidance, clients gain clarity, confidence, and a strategy designed around who they are not simply what they earn.
How I Help Clients
Today, I serve high-achieving Gen X professionals, business owners, and oil & gas decision-makers who want clarity, emotional confidence, and a financial plan that reflects who they are.
- Award-winning Financial Advisor
- Certified Financial Planner® (CFP®)
- Holds a Ph.D. in Personal Financial Planning
- Certified Financial Therapist™ (CFT™)
- Almost 20 Years of Financial Planning & Investment Management Experience
- Author, Wealth in the Key of Life (Wiley, 2024)
I help clients make decisions that align their wealth with their life so success feels intentional, not exhausting.
SERVICE & PLANNING
INSIGHTS & AUTHORITY
Awards & Recognition
Top 10 Investopedia 100 Financial Advisor
Investopedia Advisor Council Member
2025 FPA Heart of Financial Planning Award
2024 Texas Tech University School of Financial Planning Distinguished Alumni Award
Kiplinger Advisor Intel Contributor
Financial Therapy Association, Past President
Author, Wealth in the Key of Life Published by Wiley, 2024
Featured Insights & Resources
Dr. Preston Cherry shares insights on financial planning, tax strategy, and wealth decisions for high-income professionals navigating complex financial lives.
Is Paying 1% to a Financial Advisor Worth It?
A breakdown of flat-fee vs AUM pricing and what high-income professionals should consider when evaluating advisory costs.
Flat-Fee vs AUM: What Investors Should Know
Featured in Kiplinger, this article explores how pricing structures impact long-term outcomes and decision-making.
Financial Planning for TechnipFMC Employees
Insights on RSUs, bonuses, and tax strategy for energy professionals.
TechnipFMC RSUs, Bonuses, and Taxes
How equity compensation and tax decisions impact long-term financial flexibility.
You may have seen my insights on
Media appearances create awareness. The real work happens through personalized financial planning designed around your life, goals, and decisions.
The Life and Retirement You Want Is Possible
You do not need more hustle culture, more financial noise, or another generic retirement number.
You need a financial strategy that coordinates your investments, taxes, retirement decisions, and life priorities so your money works together.
Whether you want greater flexibility, work optionality, more time with family, or confidence about what comes next, financial planning should help you build the life you actually want to live.
That is the goal. Clarity today and confidence about tomorrow.
Ready for More Financial Clarity?
Schedule your no-cost Good-Fit conversation today and let’s begin building a financial life that reflects who you truly are.
Wealth in the Key of Life
My book, Wealth in the Key of Life, shares the harmony between financial planning and emotional well-being.
Published by Wiley and available on Amazon, Barnes & Noble, and Books-A-Million, the book guides readers through the process of aligning money with life’s deeper purpose something I help my clients do every day.
