ABOUT THE LAWYER MILLIONAIRE®
Who We Are
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 align business growth, profitability, and personal wealth so they can enjoy freedom and balance — both in and beyond their firm
Meet Darren Wurz
FROM TEACHER TO FIDUCIARY FINANCIAL PLANNER FOR LAW FIRM OWNERS
Hi, I’m Darren Wurz, CFP®, founder of The Lawyer Millionaire®. I started my career as a teacher, driven by a passion for helping people grow — a passion that eventually led me into financial planning and entrepreneurship.
When I entered the industry, I was surprised to find that most “advisors” were really salespeople chasing commissions and assets under management. That didn’t sit right with me.
Then I began working with lawyers — ambitious, capable professionals who often struggled to turn their success into lasting wealth. Many faced challenges with cash flow, taxes, and planning for retirement or firm succession.
That’s when I realized what they truly needed: not another investment salesperson, but a fiduciary financial planner who understands both the business of law and the personal side of financial success.
So I built what didn’t exist — a flat-fee advisory firm for law firm owners, combining business strategy, tax-smart wealth planning, and personal coaching to help lawyers grow profitable firms and achieve real financial freedom.
Whether you’re running your own practice or planning your next chapter, you deserve more than investment advice — you deserve a clear, personalized path to build wealth, strengthen your business, and live life on your terms.
That’s what we do.
— 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
What Makes Us Unique
WHY LAW FIRM OWNERS CHOOSE US
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.
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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®
Lead Planning Associate
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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Stacy Bearden, MSFP, CFP®
Financial Planning Associate
Stacy Bearden is a Planning Associate at The Lawyer Millionaire®. She holds a Master’s degree in Financial Planning from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER® professional.
She brings a unique blend of expertise to the team, having previously owned and operated a successful dog training business. Her experience as a small business owner sharpened her problem-solving skills and deepened her passion for helping others achieve their goals. She is dedicated to crafting strategies that empower clients to take control of their financial future.
When she’s not analyzing financial strategies, Stacy enjoys spending time with her dogs, exploring the outdoors, and continuously expanding her knowledge in the field of financial planning.
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.
