Fiduciary Financial Advisors For Lawyers

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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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Lawyers


  • Financial Advisor Close to Lawyers

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value Of A Retirement Financial Advisor For Lawyers


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

Vanguard

$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.

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.


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.



 

 


Lawyers Financial Advisor FAQs

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.


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Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.