Preston Cherry

Dr. Preston Cherry is a Houston-based, flat-fee fiduciary financial advisor and founder of Concurrent Wealth Management, helping high-income Gen X professionals, business owners, and oil & gas executives navigate retirement, taxes, equity compensation, and major financial decisions through comprehensive financial planning and integrated investment management.

Based in Houston and serving clients nationwide, he helps clients align financial strategy with long-term flexibility, confidence, and well-being through comprehensive financial planning designed around life transitions, complex decisions, and long-term financial success.