Preston D. Cherry

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

An educator, author, speaker, and host of the Financial Harmony podcast, he connects financial strategy with long-term flexibility, confidence, and well-being. He serves clients nationwide and teaches through articles, video, social publishing, and professional education.