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Financial Planning Co-Counsel

For Attorneys and Other Evidence-Based Investors

Take Control of Your Financial World

Budgeting

Tax Planning

Insurance

Real Estate

Investment Management

Social Security

Education Planning

Retirement Planning

Charitable and Legacy Planning

Estate Planning

Budgeting

Insurance

Investment Management

Education Planning

Charitable and Legacy Planning

Tax Planning

Real Estate

Social Security

Retirement Planning

Estate Planning

Why Attorneys Work With Us

Fiduciaries Who Understand You

Founded by trial lawyers committed to putting your interests ahead of ours. Always. 

Evidence-Based Financial Planning

Let markets work for you. Practice smart diversification and tax management. Focus on what you can control.

Transparent Fees that Make Sense

Starting at $1,875.00 per quarter for comprehensive financial planning and investment management.* 

WHY WE WORK WITH ATTORNEYS

As a lawyer, you have more competition for your most valuable asset (time) than most people. Billable hour requirements, adversarial litigation, transactions that go into the wee hours to close, you name it. Founded by trial attorneys who saw the difference true financial planning can make in a busy attorneys’ life, we are passionate about serving the legal profession. We put that passion to work for you as your Financial Co-Counsel. You will always be the decision maker. We take care of the details so you can spend more time with your family, friends, and doing other things of importance to you.

Ready to get started?

*Assumes a household of average complexity for ongoing services. Members may also pay an up-front planning fee in their first year working with us. Members with unusually complex situations will pay a higher fee based on the time and resources required to serve them. See also Maycomb Wealth’s ADV Brochure, which is accessible here.

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