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Matt Smith, CFA®, CFP®, CIMA®, CAIA®

Financial Security for BigLaw and Private Practice Attorneys

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Concert Financial Planning Matt Smith, CFA®, CFP®, CIMA®, CAIA®
Houston, Texas

Serving Clients Nationwide

Financial Security for BigLaw and Private Practice Attorneys

Areas of Focus

  • Career
  • Investment Management
  • Setting Up Retirement Accounts
  • Student Loans
  • Taxes

About Me

Hi, I'm Matt Smith. Before launching Concert Financial Planning, I spent 14 years working for asset managers that built mutual funds and exchange-traded funds (ETF’s) for investors around the world.

My clients were financial advisors at large bank brokerages and independent firms across the central United States, and my role was to educate them on my company’s investment products, economic views, portfolio construction, industry trends, and much more.

This background is relevant because it afforded me the opportunity to work with thousands of financial advisors across the country, sharing best practices for everything from investment portfolio construction and financial planning techniques to investor education and client service models.

Along the way, I complemented that real-world experience with ongoing education through certification programs focused on investment analysis, portfolio construction, and financial planning.

All of this has culminated in my ability to apply this deep knowledge for the benefit of my clients. I have seen many different structures for financial advisory firms and have chosen to operate as an independent advisor with a fiduciary duty to my clients at all times.

I have seen the pitfalls that come with emotional investing and have chosen to follow a well-defined investment process that focuses on clients’ individual needs rather than on the latest headlines. I have seen the results of stagnation in education and have chosen to continue learning through formal certification programs so that I can remain at the forefront of financial research, techniques, and opportunities to get better at my craft.

✅ Motivation

I have found that there is a clear lack of financial expertise and guidance made available to people that are not in retirement or retiring soon. High earning individuals and young families can and should get on the right financial path much earlier than they often do.

One of the problems with the old financial services model is that it relied on a client having a large investment account to pay for financial advice, resulting in a myopic focus on people that had already done much of the hard work of building a large savings account on their own. However, because these clients did not have proper planning guidance in the early stages of their careers, there were often missed opportunities and problems that built up over time.

My firm is built to make expert financial advice available to people early on so that they can take advantage of the greatest investment opportunity - time - and so that we can make plans to avoid costly mistakes down the road. The result is confidence and security in your financial life so that you can invest your time and energy into the things that matter most to you.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Investment Management Analyst (CIMA)
  • Chartered Alternative Investment Analyst (CAIA)
  • Chartered Financial Analyst (CFA)

Affiliations

  • CFA Institute
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Location

2950, North Loop West, Houston, Texas, 77092

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Hourly Rate
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. In order to determine whether you want to work with us, it’s helpful to get a sense of how we would work with you. And, we also need to be sure that we are the best firm to address your needs. Therefore, we offer an intro analysis of your most recent Tax Return, Investment Portfolio, and any outstanding Student Loans. For Private Practice Attorneys, we will also analyze your firm’s current Retirement Plan. After the introductory call, review your analyses, evaluate our value and decide whether to work with us.

Offers Investment Management

Yes

About our Firm

Concert Financial Planning is a financial planning firm designed for BigLaw and Private Practice attorneys.

As a Registered Investment Advisor (RIA) in Texas we are bound by the Fiduciary Standard, meaning that we must act in the best interest of our clients at all times. Additionally, we earn compensation on a fee-only basis, which means that we do not sell products or accept commissions and are instead compensated solely for our advice. The goal is to mitigate conflicts of interest that can arise when an advisor can be paid differently depending on what they recommend to a client.

The firm is built to work with clients that are smart enough to “do it themselves” but prefer to deploy their time and resources to their own career, family, and interests. We have organized our service offerings to align with the career path of an attorney starting out as a BigLaw Associate and growing into their career, wherever it takes them. Wherever you are on the journey, we’re ready to help you.

Education

The University of Texas at Austin, B.A., Economics

Badges

Languages

  • English

Hobbies and Interests

  • Music

Who We Serve

  • Attorneys