Fiduciary Financial Advisors For Lawyers

 

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Financial Advisor Firms


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Meet With An

Independent Financial Advisor For Lawyers


Step 1:
Fill Out The Form

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

  • This field is for validation purposes and should be left unchanged.

Step 2:
A Trusted Advisor Will Reach Out To You

Feel understood. A Certified Financial Planner will have a personalized conversation listening to your financial situation and future goals.

Step 3:
Get A Custom Financial Plan

After listening to your financial situation and future goals, our advisors will put together a personalized road map for your financial success.

The Value Of A Retirement Financial Advisor For Lawyers


$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

How Can a Financial Advisor Help Lawyers?


Lawyers are in the business of helping their clients understand and deal with legal issues. Their client obligations leave little time for attorneys to research and execute their own personal and professional financial strategies. That’s why having a knowledgeable financial planning professional in their corner is so important—someone who can provide an objective, third-party analysis of their unique personal and professional financial situation and recommend financial planning strategies that address everything from partnership agreements and defined benefit plans to investment portfolios and insurance coverages.

Find A Fee-Only Financial Advisor For Lawyers

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
  • This field is for validation purposes and should be left unchanged.
Justice. Judge hammer on the table


Top Financial Advisors Serving Lawyers

Lawyers have a fairly unique pay structure among white collar professionals. They charge through billable hours, which can vary widely from case to case. Financial advisors are a great benefit for helping you organize and track your billable hours, as well as helping optimize the revenue earned.

Depending on your needs, your advisor can take a more passive or more active role. For instance, they can provide simple guidance and advice about everyday spending and saving habits, as well as advice about investments. This may be a good option for a younger lawyer who is still building up their career. However, an established partner who has more complex financial needs may find more benefit in active management. Their advisor can manage their investment portfolio, retirement account, and more, as well as help them plan their estate and plan for life transitions.

The word Justice on a Courtroom Building.
Portrait of modern bearded businessman working in office using laptop and reviewing documentation

Our financial advisors for lawyers are also qualified to help those in any of the following related fields:

  • Law Firm Associates
  • Firm Partners
  • Law Students
  • Those teaching law academically
  • Judges
  • Any many other legal professions

When Do You Want To Retire?


How far away is your dream life?

  • This field is for validation purposes and should be left unchanged.

FAQs About Certified Financial Advisors For Lawyers

The industry standard for financial advising is to charge a percentage of your assets under management, somewhere in the range of 0.25% to 1%. Many advisors also accommodate a flat fee or hourly structure, which may be better depending on your financial needs.
Financial advisors can help lawyers keep their finances organized and under control. They are a great way to reduce the time spent micromanaging your money while still benefiting from professional expertise.
One of the easiest ways to find a good financial advisor with experience handling clients in your professional field is to ask your colleagues for recommendations. Aside from that, many people, especially young people, are finding their advisors online.
Depending on a few factors, your advisor may be able to simply withhold their pay from your returns, saving you both the trouble of a transaction. Otherwise, they may ask you to pay directly, such as by check.