Our Partners

Why independence matters

Independence is central to how we serve our clients. As an independent advisory firm, we are not burdened by proprietary products or corporate quotas. Instead, we have the flexibility to choose the tools, technology, and custodians we believe best support our clients’ needs through our partner, Concurrent Investment Advisors, LLC.

Who Is concurrent?

We are supported by Concurrent Investment Advisors, LLC, a Registered Investment Advisor (RIA) that is registered with the SEC. As an affiliate of an RIA, we have a fiduciary duty to always act in the best interests of our clients. Being a part of the Concurrent network means we run our practice independently but never alone.

Working with Concurrent allows us operational freedom and access to a world-class platform to better engage and support you by spending less time on administrative tasks. Concurrent assists us with:

Compliance & Supervision
Operational Support
Investment Due Diligence
Technology

Access to industry-recognized custodians, a broker-dealer, and banking and trust services.
Through the Concurrent ecosystem, we are positioned to serve a more expansive spectrum of your financial needs than ever before.

Concurrent serves you by serving us.

Check Out Concurrent

A GLANCE AT THE NUMBERS

As of June 2026

The figures shown above reflect the scale and resources of Concurrent Investment Advisors, LLC (“Concurrent”), our partner firm, and do not represent Columbia Associates Wealth Management Group independently.