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Business Services

& Consulting

Business Meeting


Through our in-house services and a network of key relationships with other financial professionals, we offer a wide array of services to assist your business’s day-to-day needs. We can help (or connect and work with the appropriate professionals) with cash management and lending solutions, taxes and bookkeeping, insurance and succession plans, and employee retirement plans.



We know business. We can help you evolve with fast changing times.

At Concinnus Financial, we know business. Our team has been involved with the startup, merger, and sale of multiple small businesses. And combining our investment management services with tax planning and preparation, we have a unique perspective on consulting springing from our experience — both personal and through our clients.

But more than tax and investing, we also know business trends that are shaping the future of the economy. We have the track record to prove it.

Three years ago

Call for retailers to convert into distribution centers.

Can Target Leverage This Last Major Advantage Over Amazon

1 Chart Show Why Physical Retail Needs To Go Digital

The democratization of e-commerce.

Why A Value Investor Bought Shopify Stock

The unsustainability of restaurant and drinking places over-expansion.

This Bit Of Good News Doesn’t Mean The “Restaurant Recession” Is Over

Two years ago

Disruptive new communication tools changing work, collaboration, and healthcare.

Disruptor Alert: These Three Companies Are Changing The Way We Communicate

One year ago

Call for remote work and freelancing to increase.

3 Small-Cap Stocks With Large-Cap Potential


Another decade of innovation and disruption that will continue to reshape the economy.

4 Investing Themes For The 2020s


Paired with our day-to-day business management know-how, we can help you craft a vision for your company, to stay ahead of the competition, and to plan for disruption — rather than be surprised by it. Whether you’re just getting started opening a business, are looking for some advice managing one, or are looking to take things in a new direction, we can help.

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