Hi!  I am Russ Scott and I am the Founder/CEO of Concierge Financial.

My philosophy is simple: Straightforward, low-cost investing.  I use real-world, evidence-based portfolio tools to customize broad, well-diversified, and low-cost investment portfolios for my customers.  Furthermore, I have implemented an innovative and systematic portfolio tax management strategy to help further increase the value of my customers' accounts.

There are seven key things that set me apart:

• Fiduciary Advice
  As a CFP^® Professional I provide financial advice that is always in the best interest of my clients.
• Evidence-based portfolio optimization
  Investment implementation is based on the work of Nobel Prize winning economists and decades of rigorous academic research.
• Low-cost investing
  All-in costs are approximately 40% lower than the industry average!  Please click on the Firm Brochure below to view our fee structure.
• Systematic portfolio tax management
  Optimized tax-coordinated investing across multiple account types as well as an innovative & systematic tax-loss-harvesting process.
• Streamlined digital account opening
  I can work with anyone across the country!
• No Minimum Account Size
  If you need help, I will help you.
• Professionalism
  Being a CERTIFIED FINANCIAL PLANNER^TM Professional as well as the Founder/CEO of Concierge Financial are the two things I am most proud of in my professional life.  These two things allow me to do what I really enjoy...help people in their financial life the best way I know how.  Having my own firm affords me the opportunity to cut costs - but not corners - thereby passing sound advice and savings onto my clients.  Please click on my Resume below to view my professional history and credentials.