We’re excited to welcome David Montgomery, C(k)P®, CPFA®, AIF®, CRPS® as our new Managing Director of Retirement Plan Services! With nearly two decades of experience, David will lead the charge in refining our retirement offerings, optimizing processes, and delivering greater value to advisors and their retirement plan clients. This move is part of our strategic investment in the retirement space—a key driver of Concurrent’s long-term growth goals. As David shared: “By providing the tools and resources advisors need to reduce daily obstacles, we can enhance outcomes for plan sponsors, participants, and their families—creating a ripple effect of financial wellness that spans generations.” https://lnkd.in/eqRdKusz
Concurrent
Financial Services
Tampa, Florida 5,196 followers
We empower advisors to elevate their clients' financial futures.
About us
Concurrent is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients. We provide the foundation to launch an independent business, ongoing scale, resources to allow advisors to focus on the best use of their time with clients, and a community of like-minded advisors. We are currently one of the largest and fastest-growing registered investment advisors (RIA) in the country. For more information, visit www.poweredbyconcurrent.com.
- Website
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http://poweredbyconcurrent.com/
External link for Concurrent
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Tampa, Florida
- Type
- Partnership
- Founded
- 2017
- Specialties
- Corporate retirement plan consulting, Nonprofit retirement plan consulting, Investment management, Financial Planning, 401(k) plan rollovers, Retirement Planning, Credit, lending and cash management, and Asset management
Locations
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Primary
Get directions
100 S Ashley Dr
Tampa, Florida 33602, US
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Get directions
12730 High Bluff Drive
Ste 160
San Diego, California 92130, US
Employees at Concurrent
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Eddy Augsten, CIMA, CAIA, MSF
Managing Director, Head of Investments at Concurrent
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Mark Rossi
Expertise: VP of Sales for Concurrent Investment Advisors. Practice management advisor to Wealth Managers, Family Office, Broker/Dealer and Asset…
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Tom Pistole, ChFC, CLU, CLTC
Business Development | Sales Management
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Joe M.
Managing Director, Platform Solutions and Advisor Experience
Updates
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We love seeing our CEO, Nate Lenz, bringing the energy both on and off the ice! 🏒 This weekend, Nate had the honor of dropping the puck at the New Mexico Ice Wolves game during Old Town Advisors holiday party. A big thank you to David Baland and the Old Town Advisors team for their incredible hospitality and for making it such a memorable night for Nate and his son, Matty. Building strong connections with our partners and friends is what it’s all about! 👏 #CommunityMatters #LeadershipInAction
Had the pleasure of dropping the puck at Saturday night’s New Mexico Ice Wolves hockey game as we celebrated Old Town Advisors’ annual holiday party! I’m so grateful for the hospitality shown to my son, Matty, and I by David Baland and the Old Town team and it was great to spend the evening with our clients and friends in Albuquerque! Move over Lightning… you’ll have to share our allegiance with our friends out west!
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There’s no better way to celebrate an amazing year than by bringing our Concurrent team and partners together at our annual Striving for the Summit conference. This event is always a highlight, giving us a chance to reflect on our successes and strengthen the partnerships that drive us forward into the new year.
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We've been named one of the Best RIAs to Work For by Financial Planning! 🎉 Our mantra, “Our people are our product,” drives everything we do, and we’re honored to see our culture celebrated. We're committed to fostering mentorship, open collaboration, and investing in the growth of our people. Thank you to our incredible team for making Concurrent such a special place to work! https://lnkd.in/eGDfP2HY
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The word is out - we've brought six new advisors aboard! Joining Wealth Partners Alliance are Lora Hoff, Carl Lambert, and Lindsay Lambert. Jason Hudson is forming new firm Hudson Wealth Management, and Ken Pipkin and Tye L Pipkin are launching Canopy Asset Management. These new joins bring our total AUM to $9.7 billion! We're thrilled to grow our team and reach, increasing the value we can deliver to clients. https://lnkd.in/eAJS_MHG
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Concurrent is welcoming SIX new advisors to the team. We’re thrilled to announce these additions as we wrap up 2024 with $9.7 billion in AUM! -Lora Hoff and father-daughter duo Carl Lambert and Lindsay Lambert join Wealth Partners Alliance -Jason Hudson joins us, launching his own firm, Hudson Wealth Management -Father-and-son advisors Kenneth Pipkin and Tye L Pipkin join us as newly launched Canopy Asset Management Bringing a combined $885 million in assets under management, these new partnerships showcase our commitment to our mission: empowering advisors with industry-leading tech, operational support, and growth opportunities. From expanding client solutions to fostering firm independence, our community of advisors continues to set the standard. https://lnkd.in/eAJS_MHG
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Our CEO and Co-Founder, Nate Lenz, recently joined Allen Darby of Alaris Acquisitions on The Buyer’s Boardroom Podcast to share insights on Concurrent’s unique joint investment model. Drawing from our journey as a former OSJ to an independent hybrid RIA, Nate discussed how this approach aligns incentives, enhances valuation, and deepens partnerships. Listen to the episode to learn more about how we create collaborative partnership with our clients. https://lnkd.in/etDYcyJQ
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💫It’s almost time for our Striving for the Summit conference! 💫 Working with a team as dynamic and connected as ours, you know we’re going to learn a lot and have a great time doing it at this event. We can’t wait to get everyone together to celebrate our amazing 2024 successes and look ahead to an even better 2025. Check out the highlights from last year's event.