Dr. Preston Cherry
Featured In the Media
Dr. Preston Cherry is a flat-fee fiduciary financial advisor, author, and nationally recognized expert in life-centered financial planning. His media appearances reflect the real client work he does every day—helping Gen X professionals and families make clear, values-aligned decisions around wealth, retirement, and long-term security.
As a CFP® professional with a background in financial therapy, Dr. Cherry brings practical strategy and human insight to conversations about money—grounded in experience, not headlines.
MarketWatch: Gold at $6K? What 5 Experts Predict for 2026
Dr. Preston Cherry is a flat-fee fiduciary financial advisor and founder of Concurrent Wealth Management. He was featured in MarketWatch discussing gold price forecasts and how to think about portfolio positioning during economic uncertainty.
Dr. Cherry explains that gold’s momentum is tied to institutional and policy uncertainty more than the metal itself. In unsettled environments, investors move toward stores of value. Gold may remain relevant through 2026, but volatility is likely and a straight-line rally should not be expected.
MarketWatch: “The Biggest Waste of Money”? 6 Financial Pros Weigh In
Dr. Preston Cherry was featured in MarketWatch discussing which investments may be quietly draining investors’ time, money, and energy — including why single-residence rental real estate may not be as passive as it sounds.
Dr. Cherry explains that single-residence rental properties are often marketed as passive wealth builders, but the real costs extend far beyond the purchase price. Real estate can play a role in a portfolio — but investors should weigh lifestyle impact and opportunity cost alongside expected returns.
REITs may be Worth Another Look in 2026, Advisors Say
Dr. Preston Cherry, founder of Concurrent Wealth Management, was featured discussing why publicly traded REITs may warrant reconsideration in 2026 — and why investors should focus on durability over yield after a weak year for real estate benchmarks.
Dr. Cherry emphasizes that 2025’s weak REIT performance was driven by structural pressures — including higher interest rates and refinancing risk — not just temporary market sentiment. He highlights the importance of asset location, noting that income-producing REITs are often more efficient in tax-advantaged accounts.
Should Wealth Managers Keep Riding the Silver Train?
Dr. Preston Cherry was featured in InvestmentNews discussing silver’s rapid surge, its historical relationship with gold, and how advisors should approach portfolio positioning amid heightened economic and geopolitical uncertainty.
Dr. Cherry explains that silver has historically amplified gold’s movements during periods of macroeconomic stress. Recent momentum may be reinforced by recency bias, but future performance will depend heavily on global growth expectations, industrial demand trends, and overall risk sentiment.
9 Financial Planners Reveal the No. 1 Piece of Financial Advice They Wish They’d Known When They Were Younger
Dr. Preston Cherry was featured in MarketWatch sharing the financial principle he wishes he had embraced earlier — a perspective that challenges rigid, one-size-fits-all money advice.
Dr. Cherry emphasizes that accountability in personal finance must be balanced with flexibility. In a world full of comparison and “should”-based advice, many people feel guilt rather than empowerment. The most effective financial planning aligns money with personal values and lived reality, rather than forcing conformity to someone else’s benchmark.
High-Income But Low Confidence? This 5-Point Plan From a Financial Planner Can Fix That
Dr. Preston Cherry was featured in Kiplinger outlining a five-step framework designed to help high-income households rebuild financial clarity, structure, and long-term confidence.
Dr. Cherry explains that high income alone does not create financial confidence — alignment does. By prioritizing savings rates, lifestyle ceilings, automation, and clear guardrails, high earners can convert income into durable security rather than quiet financial fragility.
When Moving in Retirement Becomes an Expensive Reality Check
Dr. Preston Cherry was featured in The New York Times discussing the overlooked emotional and financial risks retirees face when relocating in pursuit of a “better” retirement.
Dr. Cherry highlights that retirement relocation is not just a financial decision — it is a social and lifestyle transition. Moving without considering the loss of established community, workplace networks, and long-standing friendships can create unexpected isolation. True retirement planning, he emphasizes, must account for relationship dynamics and emotional sustainability — not just cost of living.
Dr. Cherry’s Diversified Energy Pick: EOG Resources
Dr. Preston Cherry was featured in Schwab Network to discuss market volatility, Fed policy signals, commodity momentum, and why EOG Resources stands out in the energy sector.
Dr. Cherry explains that markets are navigating a high-information environment, with Federal Reserve commentary and macro uncertainty driving near-term direction. His broader message: disciplined portfolio construction matters most when volatility rises and narratives shift quickly.
Vanguard has a New Solution for Retirees Worried About Outliving Their Money
Dr. Preston Cherry was featured in Yahoo! Finance discussing the evolution of retirement planning — and why income distribution, not just accumulation, is the real challenge retirees face.
Dr. Cherry explains that while target-date funds helped simplify saving, they did not solve the complexity of generating sustainable income in retirement. Retirement planning, he emphasizes, must address not only how to build wealth — but how to live on it with clarity and stability.
FPA Recognizes Individuals Who Improve the Financial Planning Profession and Benefit Society
Concurrent Wealth Management Launches Financial Harmony™ Membership, Redefining Access to Fiduciary Guidance
How Much Do I Need to Contribute to My Retirement Accounts Per Month to Become a Millionaire?
Are You Worth More Than You Think? A Wealth Expert Shares How To Calculate Your Net Worth
Preston D. Cherry, Ph.D., AFC®, CFT™, CFP® to be awarded the 2025 Heart of Financial Planning Award
Personality Traits and Annuity Adoption: Unlocking Behavioral Insights of Retirement Income Strategies
The Financial Planning Association Names New Practitioner Editor for the Journal of Financial Planning
Article: Empowering Wealth and Well-Being: Dr. Preston Cherry Leading the Charge at UW-Green Bay
Video: Empowering Wealth and Well-Being: Dr. Preston Cherry Leading the Charge at UW-Green Bay
The Emerging Trends That Could Shape the Capital Markets and Macro Landscape in Early 2025
Investing in Trump Media is an ‘act of faith,’ expert says. Here are some risks involved
How to Properly Juggle the Retirement Struggle
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Investing in Trump Media is an ‘act of faith, expert says. Here are some risks involved
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4 things to avoid doing when your CD matures
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How to Properly Juggle the Retirement Struggle
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Investing in Trump Media is an ‘act of faith, expert says. Here are some risks involved
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Should you be stashing your savings in cash? Three alternatives to consider
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9 Anxious Thoughts Keeping You Up at Night—And How to Manage Them
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5 Financial Mistakes to Avoid When You Are Self-Employed
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Should you be stashing your savings in cash? Three alternatives to consider
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9 Anxious Thoughts Keeping You Up at Night—And How to Manage Them
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5 Financial Mistakes to Avoid When You Are Self-Employed
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LMB® Wealth And Wellbeing Assessment
Grab the journaling guide that helps you discover your money mind and aspirations toward financial freedom.
Frequently Asked Questions
Dr. Preston D. Cherry is an independent, flat-fee fiduciary financial advisor and founder of Concurrent Wealth Management, a Houston-based firm serving high-earning Gen X professionals, executives, and business owners nationwide. He works directly with households on retirement, tax, and investment decisions during major life transitions.
Yes. Dr. Cherry operates as a fiduciary financial advisor, meaning he is professionally and ethically obligated to act in his clients’ best interest. His firm operates on a flat-fee model rather than charging a percentage of assets under management, reducing fee-based conflicts tied to portfolio size.
A flat-fee financial advisor charges a transparent, fixed planning fee instead of a percentage of portfolio assets. This structure reduces fee-based conflicts and allows planning recommendations to remain aligned with a household’s broader financial goals.
Dr. Cherry frequently comments on retirement planning, tax timing, market volatility, gold and asset allocation, equity compensation, behavioral finance, and financial decision-making during periods of economic and institutional uncertainty.
Concurrent Wealth Management is headquartered in Houston, Texas and serves clients nationwide through a virtual and in-person advisory model.
