Hi, there!

I’m Darren Wurz, and I built this firm for law firm owners like you.

I didn’t start in finance — I started as a teacher. I loved the structure, the creativity, and helping people learn. But I craved something more entrepreneurial. That led me to join my family’s financial planning firm.

At first, I thought I was entering a profession built to help people plan for the future and gain financial freedom. But what I found was an industry focused on selling products, gathering assets, and earning commissions. If you didn’t already have millions to invest, you were overlooked — or sold something you didn’t need.

That didn’t sit right with me.

Then I started working with a few law firm owners. They were driven, successful, and earning strong income — but behind the scenes, their finances were messy. They didn’t know how much they could draw, what they needed to retire, or how to turn income into lasting wealth.

That’s when it clicked: law firm owners don’t need a traditional financial advisor. They need a partner who understands the business side of running a firm and the personal side of building wealth.

So I built what didn’t exist: a flat-fee financial planning firm focused exclusively on law firm owners. No percentage fees. No commissions. No sales pitches. Just clear strategy, smart business planning, and real financial guidance.

If you’re a law firm owner, you deserve more than a portfolio — you deserve a financial plan that helps you build wealth, retire with confidence, and live life on your terms.

That’s what we do.

Darren Wurz, Founder & CEO