Break the mold of the traditional wealth management logos for Concurrent Advisors!

Concurrent Advisors

Life∙Wealth∙Retirement (does not necessarily need to be included-designer's choice)

We are a wealth management firm providing holistic financial planning and investment management to individuals and families across the country. Our goal is to become the personal CFO and trusted advisor to our clients, guiding them through all aspects of their financial lives. We are targeting high net worth retirees and pre-retirees as well as the next generation of investors.

In addition to serving our clients, we are actively involved in recruiting other financial advisors. We would like our logo to appeal to both advisors and clients alike. The reason we chose Concurrent Advisors was the geometric definition of it: three or more lines/curves intersecting. We view this as representative of why we built the firm in the first place. It represents the intersection of geographically distinct financial advisors joining forces to enhance the value delivered to their clients. It also represents our value proposition to clients where our services and expertise intersect with their vision to form their ideal financial life plan. Words that describe our firm: Innovative, Collaborative, Client-centric, Elite, and Entrepreneurial.