Financial Advisors for Lawyers
About The Lawyer Millionaire
Meet Our Founder
WHY I CREATED A FINANCIAL PLANNING FIRM JUST FOR LAWYERS
Hi, I’m Darren Wurz, and I founded The Lawyer Millionaire with one clear mission: to help lawyers — from associates to firm owners — build lasting wealth, gain control over their finances, and create a clear path to true financial freedom.
I didn’t start in finance — I started as a teacher. I loved the structure, the creativity, and the chance to help people grow. But I was drawn to something more entrepreneurial, which eventually led me to join my family’s financial planning practice.
At first, I believed I was entering a profession built to help people plan for their futures. But I quickly learned the truth: most of the financial services industry revolves around selling products, chasing assets under management, and collecting commissions. If you weren’t already wealthy, you were often ignored—or worse, sold something that didn’t serve you.
That didn’t sit right with me.
Then I began working with lawyers — and everything changed. These professionals were intelligent, ambitious, and highly capable, but their financial lives were often complicated. Some were building firms without clear growth strategies. Others were earning well in their practices but struggling to balance cash flow, taxes, and long-term planning. Many didn’t know how much they could safely draw, when to invest, or how to plan for retirement and eventual exit.
That’s when it clicked: lawyers don’t need a salesperson — they need a fiduciary financial planner who understands both the business of law and the personal side of financial success.
So I created what didn’t exist — an advisory firm built exclusively for lawyers and law firm owners. No percentage-based fees. No commissions. No product sales. Just flat-fee, fiduciary financial planning that combines strategic business guidance, tax-smart wealth planning, and ongoing coaching to help you grow and sustain success — both personally and professionally.
Whether you’re managing your own firm or planning to start one someday, you deserve more than investment advice. You deserve a clear, personalized plan that helps you grow your wealth, strengthen your practice, and enjoy the freedom you’ve worked so hard to achieve.
That’s what we do.
— Darren Wurz, CFP®
OUR MISSION: REDEFINING FINANCIAL PLANNING FOR LAWYERS
Our mission is simple: to help lawyers and law firm owners align their professional success with their personal wealth goals through transparent, flat-fee financial planning designed specifically for the legal profession.
We go beyond investments and retirement accounts. From business growth and cash-flow strategy to tax planning, firm succession, and personal wealth building — we provide the guidance lawyers need to turn their income into lasting freedom.
No commissions. No asset-based fees. Just real strategy, smart planning, and a partner who understands both your practice and your purpose.
Why Choose Us
WHAT MAKES US UNIQUE
Designed for Lawyers
We work exclusively with lawyers. That means we understand your cash flow, tax structure, growth hurdles, and exit opportunities—because we’ve helped attorneys at every stage of the journey. From scaling your law firm to preparing for retirement, we speak your language.
Flat Monthly Fee, No Commissions
We are a true flat-fee financial planner—no AUM percentages, no sales commissions, and no hidden costs. Our pricing is transparent, simple, and aligned with the value we deliver—not the size of your investment account.
Personal + Business Planning Integrated
As your financial coach for your law practice, we help you align personal goals with your business strategy. Whether you’re building wealth, reducing owner dependence, or designing your law firm exit strategy, we deliver one cohesive plan—because your business and personal life are deeply connected.
Meet the Lawyer Millionaire Team
At The Lawyer Millionaire, our team brings together decades of experience in financial planning and business growth.
-
Darren Wurz, MSFP, CFP®, CEPA®
Founder & Advisor to Lawyers
-
James Koford, CFP®
Lead Planning Associate
-
Stacy Bearden, MSFP, CFP®
Planning Associate
PHILANTHROPHY
Helping Future Lawyers Thrive
At The Lawyer Millionaire Founders Network, we believe in creating lasting impact—not just for our clients, but for the legal profession as a whole. That’s why we proudly support the Council on Legal Education Opportunity, Inc. (CLEO), a national nonprofit that prepares underrepresented students for success in law school and legal careers.
As a firm that works exclusively with lawyers, we recognize the vital importance of diversity in the legal profession and the need for equitable access to education and opportunity. Our support of CLEO reflects our commitment to building a stronger, more inclusive legal community—one that empowers the next generation of attorneys to lead, serve, and succeed.
Since its founding, CLEO has helped over 32,000 students pursue law degrees and legal careers. We’re proud to contribute to this mission and to stand behind a future where the legal profession reflects the diversity and potential of the communities it serves.
