CONCERT FINANCIAL PLANNING
Wealth Management Services
Based in Houston, TX, Concert Financial Planning is a fee-only, fiduciary, and independent financial planning firm designed especially for high-earning individuals in the prime of their career. With more than 15 years experience and all of the major financial planning certifications, they provide expert advice for their clients using the latest technology with a personalized and relaxed approach. CFP founder Matt Smith is a musician in his spare time and sees financial planning as a concert, of sorts, working best when all elements are in sync. He wanted CFP to have an identity, design system and content strategy to fit this vibe. After spending some time with other digital services, CFP found they were missing critical parts of a content and brand response strategy and so have turned back to Fortress Creative for all of their marketing efforts.