BUSINESS, TAX, & FINANCIAL ADVISORS FOR LAW FIRM OWNERS
Your CPA doesn't know what your wealth manager is doing. Your wealth manager doesn't know what your business advisor is doing. And none of them are thinking about your exit.
Most law firm owners end up managing their own financial team by accident — a tax person here, an investment guy there, a business coach they found through a podcast, and an exit plan that only gets discussed the year they're actually ready to sell. Each advisor is competent on their own. None of them are talking to each other. And you're the one stuck translating between them, hoping the pieces add up to something coherent.
They usually don't.
AS FEATURED BY
Introducing THE FULL DOCKET:
One team. One flat fee. One strategy.
The Full Docket is how The Lawyer Millionaire® delivers on a simple idea: the disciplines that determine your financial future — business strategy, tax planning, wealth management, and exit planning — shouldn't operate in silos. They should work from the same file, toward the same outcome, at the same time.
So we give you all four in on one team—a business strategist, a CPA, a CFP®, and an exit planning advisor.
No commissions. No product sales. No advisors who've never spoken to each other. Just a coordinated team, built specifically for law firm owners, working your full docket — literally.
OUR 4-STEP PATH TO FINANCIAL FREEDOM
The FULL DOCKET
Our Process
A coordinated, team-based framework that helps law firm owners grow stronger firms, maximize profitability, and convert business success into lasting personal wealth.
Step 1: Build
We help you grow revenue by aligning business strategy, systems, and leadership — so your firm scales without burnout or owner dependence. Every business decision is made with full financial and tax context.
Step 2: Protect
We coordinate cash flow planning, tax strategy, and business structure to increase margins and efficiency—so growth turns into real freedom, not just higher revenue. No reactive tax moves. No disconnected advice.
Step 3: Grow
We help you turn profits into long-term personal wealth through coordinated financial planning, investment strategy (with no AUM fees), and retirement planning — growing your wealth alongside your practice, not as an afterthought to it
Step 4: Exit
We build your succession or sale strategy well before you need it, so when the time comes to step back, you exit on your terms — turning years of work into lasting financial freedom.
Every pillar is executed by one coordinated advisory team — financial planning, business advisory, tax planning & filing, and investment management — working together under a single strategy: The FULL DOCKET
YOU BUILT A SUCCESSFUL FIRM.
NOW BUILD THE FREEDOM THAT WAS SUPPOSED TO COME WITH IT.
You Deserve It!
If you're like most law firm owners we work with...
Your income looks impressive. Your finances tell a different story. High revenue, high expenses, and no clear picture of where you actually stand. You're not sure what you can pay yourself, what's going toward wealth, or whether you're actually ahead — or just busy.
You own a law firm, but it owns you. You're the rainmaker, the bottleneck, and the safety net all at once. The firm can't run without you — which means you can't step back, scale up, or stop grinding without everything feeling like it's at risk.
Your success and your wealth don't match — and you feel it. Whether it's a late start, a rebuild, or years of putting the firm first — your personal wealth doesn't reflect what you've built professionally. You know you should be further along. And the clock isn't slowing down.
These are exactly the problems The Full Docket was built to solve
REAL RESULTS FROM LAW FIRM OWNERS LIKE YOU
Success Stories
“Darren has been my financial advisor and has made a huge difference. His guidance and constant oversight are impressive.”
Eric Gang
As a law firm owner, I am so grateful for Darren and his team. I first learned about Darren through his excellent podcast, The Lawyer Millionaire, and also ordered his book, which I believe is a must-read for attorneys looking to build a strong financial future.”
Ellen Cookman
Founder of Cookman Law, PC
“Darren and his team are extremely knowledgeable financial advisors. What’s different about them is that they are also very knowledgeable about growing and running law firms. They are thorough, organized, and follow through on objectives. True professionals.”
Edward Dabdoub
Founder of Dabdoub Law
Our Solution
YOUR TOTAL BUSINESS, TAX, WEALTH & EXIT TEAM
At The Lawyer Millionaire®, we help growth-minded law firm owners build highly profitable firms and lasting personal wealth through a fully integrated, family office-style approach to business strategy, tax planning, wealth management, and exit planning - all under one roof.
What’s Unique About Us
Exclusively for Law Firm Owners - No generic advice. We know your business inside and out.
Integrated Business, Tax, Financial & Succession Planning - One team working together under one roof.
Flat Monthly Fee - No commissions, no hidden fees, no AUM percentages.
Most owners guess high, because most of a small firm’s value walks out the door with the owner. A buyer is not purchasing your reputation. A buyer is purchasing earnings that continue after you leave.
Answer a dozen questions and get a directional value range, your exit-readiness grade, the factors moving your multiple, and a 90-day plan to close the gap.
Five minutes. Free.
What Is Your Firm Actually Worth? And what could it be worth?
LEARN FROM THE LAWYER MILLIONAIRE® PLATFORM
From Darren’s ABA-published book to our top-ranked podcast to our monthly Masterclass events, we’ve got a wealth of resources to help you scale your firm, maximize profitability, and grow your wealth.
The Book
The Lawyer Millionaire — Published by the American Bar Association
The definitive guide to building wealth, minimizing taxes, and creating financial freedom as a law firm owner. In this groundbreaking ABA release, Darren Wurz reveals how to make all the right maneuvers for attorneys to maximize wealth and reach financial independence.
The Events
Live sessions for law firm owners
Through the year we bring law firm owners together in different ways — working sessions, expert panels, small-group roundtables, and live conversations with owners who have already done what you are trying to do.
The Podcast
The Go-To Podcast for Law Firm Owners
Tune in weekly to The Lawyer Millionaire® Podcast where Darren Wurz delivers financial planning and business strategy insights and interviews top law firm owners to learn the secrets of their success. Find our podcast on Apple Podcasts, Spotify, or wherever you get your podcasts.
FAQ - Financial Planning for Law Firm Owners
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We work with lawyers and law firm owners - from solo practitioners to owners of large firms to Big Law partners - who want to take control of their finances, build real wealth, and run their practice like a business.
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We are fiduciaries - obligated to act in your best interests at all times. We do not accept commissions. And instead of asset-based (AUM) fees, we offer a flat monthly fee for comprehensive planning that combines business growth, tax strategy, and personal wealth management — all designed specifically for law firm owners.
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No. Our clients often keep their existing investment accounts. We focus on helping you create a coordinated financial strategy that supports your business, cash flow, taxes, and long-term goals — not on managing your assets for a percentage.
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While we can’t guarantee results, you should expect to experience greater understanding and less confusion around your finances and business. We also aim to help you get unstuck in making progress toward your business and financial goals. You may experience stronger profitability, improved cash flow, and greater wealth growth resulting in a straightforward path to financial independence and retirement.
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We use a simple, transparent flat-fee model. Our comprehensive planning starts at $797 per month, with no hidden fees.
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It all begins with a short introductory call to learn more about your firm, your goals, and your challenges. If we’re a good fit, we’ll then schedule a game plan session to put together a custom game plan for you with practical steps you can take right away to improve your business and your finances. If you like our proposal, we’ll schedule your kick off meeting and get started!
Our Founder
MEET DARREN P. WURZ, CFP® - FOUNDER OF THE LAWYER MILLIONAIRE®
Darren Wurz is a Certified Financial Planner™ and the founder of Lawyer Millionaire®, a firm dedicated exclusively to helping law firm owners build personal wealth, grow their businesses, and achieve financial freedom.
As the author of The Lawyer Millionaire, published by the American Bar Association, and host of The Lawyer Millionaire Podcast, Darren has spent years teaching attorneys across the country how to think like business owners and take control of their financial futures.
With a background in both finance and entrepreneurship, Darren understands the unique challenges firm owners face—from unpredictable cash flow to exit planning—and brings a practical, no-nonsense approach to solving them.
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