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.

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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 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.

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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?


Financial advisors are money management experts that are adept at helping lawyers manage their finances throughout all stages of their legal career. From law school to partnership and beyond, financial advisors help take the stress and complication out of your finances so that you can focus your energy on providing the best legal assistance you can.

Financial advisors can also assist with the finances of your firm overall. They can set up a retirement plan for your employees, manage the firm’s revenue and taxes, decide how best to invest the firm’s resources, and much more. All of this can be done with your goals and needs in mind, but many advisors are more than qualified to handle the entire financial backend of a firm.

Questions Lawyers Should Ask Their Financial Advisor


How can you help as my career develops?

As your career develops, your financial needs will change. Partners have different needs than associates, for example. Ask your advisor how they can adapt their strategy over time to make sure that you are always receiving the best financial care possible.

How many aspects of my finances are you qualified to handle?

Most financial advisors are able to handle many areas of your financial life, including retirement accounts, investments, estate planning, everyday spending and saving, and more. This can help you save an amount of time and stress. It also lets you build a customized plan that optimally serves you.

Are you qualified to help build a retirement package for my firm?

If you are a partner or looking to set up a retirement plan for the employees in your firm, a financial advisor can be of great assistance. Defined benefit plans are common for law firms, and a financial advisor can help you set one up.

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.
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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.

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?

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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.