ABOUT THE LAWYER MILLIONAIRE®
Who We Are
YOUR TOTAL BUSINESS, TAX, WEALTH & EXIT STRATEGY TEAM: Build. Protect. Grow. Exit - The FULL DOCKET
The Lawyer Millionaire® is a flat-fee fiduciary financial planning firm built exclusively for law firm owners. Founded by Darren Wurz, CFP®, we help attorneys get their finances right, build real wealth, and create a business that works without them — and that they can eventually sell or step away from on their terms.
One integrated team. One flat fee. Every stage of your firm's financial life.
Meet Darren Wurz
Hi, I’m Darren Wurz, CFP®, founder of The Lawyer Millionaire®. I started The Lawyer Millionaire® around a simple idea: the professionals law firm owners rely on — tax advisors, wealth managers, business strategists, exit planners — have always worked independently without ever talking to each other.
I wanted something different: One team where all of those disciplines work together, synergistically, toward the same outcome.
Turning firm success into lasting personal wealth takes more than investment advice. It takes a team that understands both the business of law and the financial complexity that comes with it. That's why we built a flat-fee advisory practice led by a dedicated team of fiduciary wealth managers, legal business advisors, tax strategists, and exit-planning specialists, working together. No commissions. No product sales. Just a coordinated team focused entirely on your firm and your future.
Our FULL DOCKET approach is built around a simple framework: Build. Protect. Grow. Exit.
Build a firm with strong cash flow, sound financial systems, and a clear growth strategy.
Protect what you've built with tax-smart planning and risk management designed for law firm owners.
Grow your personal wealth alongside your practice, not as an afterthought to it.
Exit on your terms — with a succession or sale strategy that turns years of work into lasting financial freedom.
Whether you're running your own practice or planning your next chapter, you deserve more than investment advice. You deserve a team dedicated to building your wealth, strengthening your business, and helping you live life on your terms.
— Darren Wurz, CFP®
OUR MISSION: REDEFINING WEALTH FOR LAW FIRM OWNERS
We believe real financial planning isn’t about selling products — it’s about empowering lawyers to grow profitable firms, achieve independence, and live with purpose. Our mission is to simplify the complex, deliver clarity, and help law firm owners create lasting success — personally and professionally.
Fiduciary first - always acting in your best interests
Flat-fee transparency - no commissions, no surprises
Strategy before products - holistic, business-minded planning
Long-term partnership - guidance that evolves as you do
Who We Work With
LAW FIRM OWNERS WHO ARE STARTING, SCALING, OR EXITING
We work exclusively with lawyers and law firm owners—because that’s where our expertise creates the most value. Our clients are generally growth-minded attorneys who want to expand their practice and their wealth so they can create a lasting financial legacy for themselves and their families.
Solo attorneys ready to implement a real law firm growth strategy
Small firm owners scaling to multi-attorney teams and optimizing operations
Partners planning their exit strategy or preparing for retirement
Ready to achieve your financial goals? Let’s talk!
MEET THE LAWYER MILLIONAIRE® TEAM
At The Lawyer Millionaire, our team brings together decades of experience in financial planning and business growth.
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Darren Wurz, MSFP, CFP®, CEPA®
Founder & CEO
Darren Wurz is the Founder & CEO of The Lawyer Millionaire®, a business strategy and financial planning firm dedicated to serving lawyers and law firm owners. He is the best-selling author of The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence, published by the American Bar Association. Additionally, Darren hosts The Lawyer Millionaire Podcast, which can be found on Apple podcasts and Spotify.
Darren is a Certified Financial Planner™ and Certified Exit Planning Advisor™. Additionally, he received his master's degree in financial planning from Golden Gate University in 2016. He maintains memberships with the American Bar Association and the Financial Planning Association. For more information, please connect with him on LinkedIn.
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James Koford, CFP®
Financial Planner for Law Firm Owners
James Koford is the Lead Planning Associate at The Lawyer Millionaire. He is a CERTIFIED FINANCIAL PLANNER® professional with an MBA from the University of South Florida. With over two decades of experience in the financial services industry, James is passionate about comprehensive financial and retirement planning.
His overriding mission is to help law firm owners align the use of their hard-earned capital with their core values. As the spouse of an attorney himself, James has first-hand experience with the unique challenges and opportunities that legal professionals face.
When not nerding out over financial planning, James can likely be found on the tennis court, invariably hitting overhead smashes right into the net.
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JOHN DAVIDSON
Business Advisor to Law Firm Owners
John Davidson is a seasoned business advisor who helps law firm owners turn successful practices into scalable, well-run businesses. With more than 20 years of experience leading operations, finance, and growth initiatives across fast-growing organizations, John specializes in helping owners step out of daily chaos and into true leadership.
As a former Chief Operating Officer and senior advisor, John brings a rare combination of strategic insight and hands-on execution. He doesn’t just advise—he helps implement the systems, metrics, and structures that make growth sustainable and predictable.
John holds an MBA from Georgia State University’s J. Mack Robinson College of Business and a bachelor’s degree from Iowa State University.
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Charles Harris, CPA®
Accountant and Tax Strategist
Charles Harris is a CPA and trusted tax advisor who helps law firm owners gain clarity, confidence, and control over their financial and tax decisions. Charles works with growth-minded firm owners to move beyond reactive tax compliance and toward proactive planning that supports profitability and long-term wealth.
Charles began his career at BDO USA, where he worked with high-net-worth individuals and closely held businesses, before expanding his experience in entrepreneurial and high-growth environments. That background shaped his practical, business-focused approach to accounting—one that emphasizes clear financial reporting, smart tax strategy, and decision-ready numbers.
Charles holds a Master’s degree in Accounting from the University of Texas at Dallas and a bachelor’s degree from Brigham Young University.
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.
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