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