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Our Philosophy

Attorneys have to meet an evidentiary burden of proof at trial. We believe an advisor should meet a similar burden before being entrusted to manage your life’s savings and help you plan for your future.

Fiduciaries Who Understand You

We commit to owing you the same fiduciary duty you owe to your legal clients. That means your interests come first no matter what advice or services we are providing to you. No exceptions. You might be surprised to learn that not every financial advisor commits to the fiduciary standard of care. Furthermore, our decades of legal experience position us well to help you navigate the financial complexity and issues you will face throughout your legal career and during retirement.

Fiduciaries Who Understand You

We commit to owing you the same fiduciary duty you owe to your legal clients. That means your interests come first no matter what advice or services we are providing to you. No exceptions. You might be surprised to learn that not every financial advisor commits to the fiduciary standard of care. Furthermore, our decades of legal experience position us well to help you navigate the financial complexity and issues you will face throughout your legal career and during retirement.

Evidence-Based Financial Planning

We believe every lawyer needs a written investment policy statement and financial plan they understand and to which they are committed for the long term. To us, that means consistent saving, managing taxes and cash flow, and not trying to outguess or time markets. It also means tuning out what you cannot control, and controlling what you can, including emotions and biases.

Transparent Fees that Make Sense

For high-net-worth individuals, such as many attorneys, we believe it usually makes more sense for them to pay a fixed advisory fee rather than an advisory fee based on a percentage of their assets under management. In fact, one of the primary reasons we started our Firm was to provide lawyers with this option, which is not nearly as available as the asset-based fee alternative. We built a Fee Calculator to illustrate the potential difference.

Transparent Fees that Make Sense

For high-net-worth individuals, such as many attorneys, we believe it usually makes more sense for them to pay a fixed advisory fee rather than an advisory fee based on a percentage of their assets under management. In fact, one of the primary reasons we started our Firm was to provide lawyers with this option, which is not nearly as available as the asset-based fee alternative. We built a Fee Calculator to illustrate the potential difference.

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