Concurrent Investment Advisors

Concurrent Investment Advisors We empower advisors to elevate their clients' financial futures. What you may not know is how to make them a reality.

While financial goals look different for every individual, you know just how you envision yours. At Concurrent Advisors, that’s our specialty. We deliberately chose the word “concurrent” as our name because its definition, “acting in conjunction simultaneously side by side,” accurately captures what our dedicated financial planning professionals do:
We pair our knowledge with your vision to strat

egically facilitate the goals in your life.

--------------------------------------------------------

LOCATIONS:
SAN DIEGO, CA
CHICAGO, IL
MANHATTAN BEACH, CA
FRESNO, CA
WINTER PARK, FL
SAN FRANCISCO, CA
MORRISTOWN, NJ

--------------------------------------------------------
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Important Disclosure Information: http://raymondjames.com/smicd.htm

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Concurrent Advisors, Winter Park Wealth Group, Schwartz Mabry Private Wealth Advisory, NEXT Retirement Solutions, 1792 Wealth Advisors, Goodrich Wealth Planning, Financial Partners Wealth Strategies, Heartland Wealth Management, Mill Ridge Wealth Management, Blue Square Wealth, The Hamilton Group, Citrus Wealth Management, and Elevon Wealth Management are not registered broker/dealers and are independent of Raymond James Financial Services.

A special night last night with our Concurrent leadership team and Regional Directors as we kicked off Striving for the ...
12/03/2025

A special night last night with our Concurrent leadership team and Regional Directors as we kicked off Striving for the Summit, our year-end conference.
We’re incredibly grateful for the dedication and partnership our regional leaders bring to the advisors they support every day.

To honor their impact, we gifted each of them a Concurrent-branded watch — a small token of appreciation for the time and commitment they invest in this community.

Here’s to closing out the year strong and continuing to strive for the summit together.

09/05/2024

What should financial advisors considering transitioning to an independent RIA know about Concurrent? David McBee of Wealth Partners Alliance offers a little snapshot of his firm’s journey and the tools, network of peers, and culture of collaboration they enjoy as a Concurrent partner.

09/04/2024

At Concurrent, independence isn’t just a concept—it’s a commitment. We choose each other to create a space where financial advisors can unlock a new world of freedom, doing business on their own terms while never being alone. Our business was built to support and elevate the work of advisors by fostering true partnership.

We recently drew up our own Declaration of Independence, signed by our partners and our founders, to solidify our commitment to a definition of success in a community where independence and collaboration go hand in hand.

Bo Ellison, CPA, our Chief Financial Officer, started at Concurrent earlier this year. With a strong background in the f...
07/30/2024

Bo Ellison, CPA, our Chief Financial Officer, started at Concurrent earlier this year. With a strong background in the financial advisory industry, Bo is a great fit for our team. He’s always building new relationships, looking for growth opportunities, and is a true team player. His hardworking, outside-the-box thinking is helping take Concurrent to the next level every day!

We 💙our interns! At Concurrent, we relish the opportunity to work with the next generation of financial professionals. O...
07/25/2024

We 💙our interns!

At Concurrent, we relish the opportunity to work with the next generation of financial professionals. On this National Intern Day we’re celebrating their hard work and energy.

👏Lilly Costigan, Business Development & Practice Synergies
👏Brooke Bucher, Operations
👏Jennifer Root, Finance
👏Blake Redd, CWAS
👏Dishant Shah, CWAS

07/22/2024

What do we mean when we say Concurrent advisors tap into a network of peers? Mark Johnson of Heartland Wealth Management talks about the experience of meeting with other Concurrent advisors at our team retreat back in December. For independent advisors like Mark, having periodic gatherings is a great opportunity to network, share ideas, and work together to address common challenges. We’re proud to support and facilitate this collaboration and synergy.

07/04/2024

As we celebrate the Fourth of July, we honor the values of independence and freedom that define our nation. These principles are also at the heart of what we do at Concurrent, supporting independent financial advisors who embody the entrepreneurial spirit.

🎇Happy Independence Day, from all of us at Concurrent!🎇

We're thrilled to share that our CEO and Founding Partner, Nate Lenz, is a finalist in the Wealth Management Industry Aw...
07/01/2024

We're thrilled to share that our CEO and Founding Partner, Nate Lenz, is a finalist in the Wealth Management Industry Awards! He's in good company in the Individual RIA Firms CEO of the Year (for firms $20B or less AUM) category. We owe so much of our growth and success to Nate -- Concurrent simply wouldn't be where we are today without his vision, industry acumen, and entrepreneurial spirit.

From all of us at Concurrent, Happy Father's Day!Today, we're celebrating the incredible Concurrent dads. We're proud to...
06/16/2024

From all of us at Concurrent, Happy Father's Day!

Today, we're celebrating the incredible Concurrent dads. We're proud to work with so many dedicated, hardworking fathers who are shaping the next generation.

Meet Neelab Naibkhyl, our Vice President of Marketing and Communications. She’s been an integral part of Concurrent sinc...
06/11/2024

Meet Neelab Naibkhyl, our Vice President of Marketing and Communications. She’s been an integral part of Concurrent since its inception and helped us transition to an independent RIA. She embodies our core values and champions our mission with dedication every day.

05/29/2024

We’re still buzzing from our first Concurrent conference!

From socializing with partners and providers to enjoying all Atlanta has to offer (including drinks with beluga whales!), Ascend 2024 truly set a high bar for future conferences! A big thank you to our team and our partners who make the Concurrent family truly special. We hope to see you all in 2025.

Address

100 S. Ashley Drive , Suite 830
Tampa, FL
33601

Website

Alerts

Be the first to know and let us send you an email when Concurrent Investment Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category