About Our Bay Area Financial Planners

At InConcert Financial Group we approach our work very differently than most consulting firms.

Revolutionary Approach…Old Fashioned Values. As an independent consulting company, that’s the kind of people we are, we want to restore certain qualities the larger firms have left behind. Our clients expect more, and they should.

Think—and Act—Locally. One of our founding principles calls for our consultants to live and work in the same community as our clients. "Being local" means better access, less travel, deeper understanding of our clients, and greater continuity. In the end, our people can work smarter and faster for you because we’re also invested in your community.

No Vendor Strings Attached. We guard our vendor-neutral status carefully. We feel our neutrality is the key to unlocking the most elegant solution—the one that effectively solves the problem in the most thoughtful and economical way—for each client, every time.

Collaboration as a Trusted Advisor. We appreciate the importance of our role as a "trusted advisor," and we take steps to strengthen it. Our idea of leadership requires listening before acting. So we emphasize partnership, involvement and side-by-side collaboration. In our line of work, it’s imperative.

Insistance on Experience. Simply put, we hire only top talent and proven professionals. In fact, our consultants average 15 years of experience. It’s part of our commitment to superior service, and it gets results.

Delivering Confidence. We will promise that our services will meet or exceed your expectations. It’s a point of pride for us to help you, the client, achieve your goals.