Find a Financial Planner in Concord, CA


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We did the hard work of finding trustworthy partners in Concord, CA.

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We Only Work With The Best Concord Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from


All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA


All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC


Our Process for Choosing
An Independent Financial Advisor in Concord, CA

  • Financial Advisor Close to Concord, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Concord, CA

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Concord, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Concord financial advisors.
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How Retirement-Friendly is Concord, CA?

  • Population: 129,183
  • % of Population 62 Years and Over: 18.6%
  • Average Home Value: $569,400
  • Average Monthly Housing Cost: $1,844
  • Average Household Income: $107,211
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)

The Top Financial Advisor Firms in Concord, CA




(805) 879-9536

2300 Clayton Road, Suite 300

Concord, CA 94520

SEC#: 801-111879
Years in Business: 4 years



(800) 664-5345

1655 Grant Street
10th Floor
Concord, CA 94520

SEC#: 801-56323
Years in Business: 22 years


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