Helping professionals to create lasting wealth.

As an attorney, physician, or other accomplished professional, you have worked hard to build your expertise, your career, and the value of your time. You juggle a busy career with the needs of your family, profession, and community with precious spare time to address your personal financial planning needs. For over 30 years, we have helped professionals gain control over their finances with the goal to create lasting wealth.

Depth & Experience

It takes unique experience to advise those in unique fields.

We bring decades of collective experience and specialized knowledge in helping attorneys, physicians and other professionals navigate the complexities inherent to their fields. Many of our advisors were once practicing attorneys, CPAs and other professionals and understand the unique financial issues that come with your profession. They apply their deep understanding of tax and estate laws, coupled with an ability to analyze compen­sation structures and assess risk, to deliver the advice and expertise you require at each stage of your career.

Early Career
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We help you set goals and implement savings and investment strategies. We also can review compensation agreements, expenses and cash flow, help develop loan repayment strategies and begin tax and estate planning.

Mid-and-Late Career
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As you build wealth we help you with sophisticated tax planning and asset protection; healthcare, succession and education planning; charitable giving and help to plan for post-career transition.

Retirement
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We help you re-evaluate your goals in retirement and update your investment plan or liquidation strategy. Additionally, we can help you with income replacement, social security, and medicare strategies while you transition your finances post-career.

Explore Dan’s Story.

Growing his practice left Dan with little time to plan strategically for his life now and retirement in the future. He wanted a team to lead the way. Read more.

Strategic, Personal Planning

Create Your Path To Enjoying Life

Our goal is to give you confidence that you are making intelligent decisions today and throughout your career. It requires a team with the depth of expertise to guide you toward a fulfilling life, lived on your terms. To that end, we begin a dialogue about your family values and goals in life and how to best to align those with opportunities in your financial world.

We apply our insight and knowledge to your investment strategy, design a cash flow plan to manage your income and estimated tax payments, maximize your tax savings, and balance debt repayment with other plans for your life now and for your retirement. You can achieve more with the right advice.

Insights for Professionals

When the Doctor Is the (Financial) Patient

Virtually all personal-service professions have moved toward specialization — and rightly so. Their clients have different needs and goals; and, to serve them effectively, these differences must be acknowledged and addressed with specificity. People with heart conditions seek out cardiologists. People with tax needs seek out tax accountants. People...

Law Firm Partners Face The Perfect Storm As They Consider Retirement

As appeared in Financial Advisors Magazine As the world has grown more complex, so too have the opportunities, challenges and conditions that comprise the environment in which we live and interact with one another. A direct consequence of this ever-increasing complexity is the manner in which professional advisory firms—particularly...

Why do many wealthy families fail to pass a lasting legacy to their future generations?

Shockingly, 60 percent of family wealth succession transfers fail, according to research by Roy Williams and Vic Preisser in Preparing Heirs, 2003. We explore how families can pass an enduring legacy to their heirs. Read our entire article as it appeared in Worth magazine. Read...

Financial Independence Planning for Executives and Professionals

Many executives and professionals – attorneys, physicians, engineers, corporate executives, and entrepreneurs, to name just a few – begin earning enough compensation in their 30s and 40s that they should start seriously considering their long-term financial future.  While all professionals have unique individual financial goals, financial independence, i.e., the...

Your finances can be complex as a professional.
Let's simplify things.

We’re excited to discuss how we can help get you ready for retirement and beyond.