Founded by Jordan Benold, CFP®, Concurrence Financial Planning is a boutique financial advisory firm based in Fort Worth, Texas. The company operates as a fiduciary, meaning it is legally and ethically bound to act in its clients' best interests. It specializes in providing personalized, process-driven financial planning and investment management for pre-retirees and retirees, focusing on creating clear, actionable strategies to help clients achieve their financial goals. As a fee-only firm, its revenue comes directly from clients, not from commissions on financial products.

Founded in

Australia