Trusted Legal Financial Advisors in Concord – By Advice Only

At By Advice Only, we provide expert legal financial advisory services to individuals, families, and businesses in Concord. Our fee-only approach ensures that the financial guidance we offer is objective, transparent, and always aligned with your best interests.

Customized Legal and Financial Planning for Concord Clients

Our Concord-based legal financial advisors are here to help you with personalized financial strategies, from estate planning and tax strategies to investment management. We ensure that your financial goals are met while staying in full legal compliance.

Why Work with Legal Financial Advisors in Concord?

By combining financial expertise with legal insights, our advisors help you navigate complex decisions with confidence. As fee-only advisors, we are dedicated to providing ethical, conflict-free advice, focusing solely on what’s best for your financial success.

Serving Concord with Ethical, Legal Financial Solutions

By Advice Only is committed to serving the financial and legal needs of the Concord community. Whether you’re planning for the future or managing assets, we provide legal financial strategies that protect your wealth and ensure long-term prosperity.

To learn about all the features and benefits, visit Learn from us or Plan with us.

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At Your Service

Needs are different and will shift multiple times throughout life. Below are a few generalized life stages common among clients utilizing our services.

To learn more about all the features and benefits, visit Learn from us and Plan with us.

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Going through a major life change

Major life events, like marriage, divorce, and retirement, can affect finances. They can also create new planning opportunities. Financial education and a financial advisor can help. They can navigate these changes, provide mediation, and save time. Plus, avoid costly mistakes.
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Developing a “complete” strategy

Most everyone can benefit from being financially tactical. They should parse sensitive, subjective matters, gain exposure to key planning topics and the occasional changes to the law. Multiple income streams, insurance, Social Security, and taxes can be complex, and it’s likely everyone requires objective guidance.

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Needing experienced advice

Most people have done just one financial plan – their own. A financial advisor’s main value is their experience having worked with many clients. They have seen how strategies play out and they bring that knowledge to the discussion. A client uses a professional’s insights and experiences to make informed decisions on important financial matters.
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When assessing risk

We assess risk by combining multiple tests. Diversifying asset allocation and avoiding overlap. Optimizing a portfolio for growth while simultaneously minimizing risk. The goal is to align laws, preferences, and time horizons into one cohesive strategy.

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A voice of reason

Clients sometimes benefit from an advisor’s outsider view, acting as a neutral observer or mediator. Our advisors are trained to act as a qualified “go-between” and can help confirm a strategy, inspire a new one, or settle disputes among family.

Still have questions?

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