Firm & Team

Firm

Concert Financial Planning is a financial planning firm designed for BigLaw attorneys.

The firm is built to work with clients that are smart enough to “do it themselves” but prefer to deploy their time and resources to their own career, family, and interests. We have organized our service offerings to align with the career path of an attorney starting out as a BigLaw Associate and growing into their career, wherever it takes them. Wherever you are on the journey, we’re ready to help you.

Founder and lead advisor

Matt Smith, CFA®, CFP®

Experience

I am the Founder and Lead Advisor at Concert Financial Planning. Before launching the firm, I spent 14 years working for asset managers that built mutual funds and exchange-traded funds (ETF’s) for investors around the world. My clients were financial advisors at large bank brokerages and independent firms across the central United States, and my role was to educate them on my company’s investment products, economic views, portfolio construction, industry trends, and much more.

This background is relevant because it afforded me the opportunity to work with thousands of financial advisors across the country, sharing best practices for everything from investment portfolio construction and financial planning techniques to investor education and client service models. Along the way, I complemented that real-world experience with ongoing education through credentialing programs focused on investment analysis, portfolio construction, and financial planning.

All of this has culminated in my ability to apply this deep knowledge for the benefit of my clients. I have seen many different structures for financial advisory firms and have chosen to operate as an independent advisor with a fiduciary duty to my clients at all times. I have seen the pitfalls that come with emotional investing and have chosen to follow a well-defined investment process that focuses on clients’ individual needs rather than on the latest headlines. I have seen the results of stagnation in education and have chosen to continue learning through formal certification programs so that I can remain at the forefront of financial research, techniques, and opportunities to get better at my craft.

managing director, atlanta office

Keith Lichtman, JD

Keith Lichtman is the Managing Director of Concert Financial Planning’s Atlanta office.

In addition to being an Investment Advisor Representative, Keith is a board-certified attorney with over 20 years of legal experience.

Keith’s deep experience in insurance and probate matters positions him well to help Concert Financial Planning’s clients with their insurance, estate planning, and other needs.

Keith is passionate about helping fellow lawyers with financial planning. He has been featured in, or quoted by:

Forbes; US News and World Report; Nerd Wallet; Lawyers With Lives; and The BigLaw Investor

Disclosure:

License(s), accolade(s), quote(s) etc. do not imply a certain level of skill or training nor suggest a higher level of expertise than may be provided by others. Though Keith Lichtman is a practicing attorney, Concert Financial Planning does not give legal advice, and Keith does not offer legal advice through Concert. A separate agreement with Keith’s law firm, Mills Law Group, PA would have to be signed before legal advice can or would be provided.