Concierge Financial is a platform that allows you to invest your money with the important things in mind. This is achieved with the careful guidance of a Certified Financial Planner Professional, an investment strategy steeped in rigorous academic research, and the tax efficiencies of powerful mathematical algorithms. Our philosophy is simple: Straightforward, low-cost investing. We strive to increase the value of clients’ assets by designing low-cost, tax efficient portfolios using cost-effective investment vehicles and implementing evidence-based asset allocation.