- Financial Advisor
- Financial Therapist
- Podcast Host
- Speaker
- Author
- Life-money Harmonizer
Financial Harmony™ for Modern Wealth and Life
Financial Harmony™ is life-aligned finances through wealth-secured well-being, a framework for navigating money, identity, transitions and strategic financial decisions in a changing world.
Dr. Preston Cherry is an independent, flat-fee financial advisor, author, speaker, and creator of Financial Harmony™, working directly with high-income Gen X professionals, business owners, and oil & gas executives on retirement, tax, investment, and life-transition decisions. Houston-based. Serving clients nationwide through Concurrent Wealth Management.
As Featured in
Money Is Never
Just About Money
Money decisions are rarely isolated financial events. They emerge through transitions, reinvention, uncertainty, relationships, ambition, responsibility, success, setbacks, and evolving priorities. Financial Harmony™ explores the intersection of financial strategy, money culture, identity, and the human condition.
Awards
Frequently Asked Questions
Financial Harmony™ is life-aligned finances through wealth-secured well-being. It is the holistic alignment of your finances, identity, decisions, and life aspirations that guides your financial planning strategies, giving you permission to live fully, with the purpose and preferences you value most.
Dr. Cherry works directly with high-income Gen X professionals, business owners, and oil & gas executives navigating retirement, tax, investment, and life-transition decisions. He is Houston-based and serves clients nationwide through Concurrent Wealth Management.
Yes. Dr. Cherry is an independent, flat-fee fiduciary financial advisor, CFP® professional, and founder of Concurrent Wealth Management. He is a Top 10 Investopedia 100 Financial Advisor and recipient of the 2025 FPA Heart of Financial Planning Award.
Dr. Cherry is the author of Wealth in the Key of Life: Finding Your Financial Harmony and a nationally recognized keynote speaker on Financial Harmony™, behavioral finance, wealth psychology, financial planning, and the life-centered realities of financial decision-making.
