Already Have a CPA or Financial Advisor? Here’s Why You Still Need Us
If you’re a law firm owner with a CPA, attorney or financial advisor already in place, this post is for you. A lot of law firm owners we work with already have great people in their corner—an accountant they trust, maybe a business attorney who helped them set up their practice, and even a financial advisor they’ve worked with for years. That’s not a problem. In fact, it’s ideal.
Some of the best results we’ve seen come from situations where everyone is working together—pulling in the same direction. At The Lawyer Millionaire Founders Network, we act as the strategic financial partner for law firm owners, ensuring every member of your team is aligned around your personal and professional goals.
What if I already have a financial advisor?
We’re often asked: “Do I still need you if I already have a financial advisor?” Yes—if you want someone to coordinate your entire financial ecosystem. While your CPA handles your taxes and your broker handles your investment account, we help ensure everything flows into a comprehensive, unified wealth strategy for your law firm and your personal life. Many of our clients come to us with one or more financial advisors in place managing different accounts. This is why our process is planning-centric, rather than investment-centric. We believe the greatest value we bring our clients is in really good planning that encompasses your entire financial picture.
Not replacing—just adding value
One of the questions we get a lot is: “Do I have to get rid of my other advisors if I start working with you?”
Our role isn’t to replace your team—it’s to enhance what they’re already doing. We bring a layer of strategy and coordination that most law firm owners don’t even realize they’re missing until they experience it.
We see this happen all the time: You’ve got great people giving you solid advice—but they’re not talking to each other. Your CPA is focused on keeping you compliant. Your attorney is thinking about liability protection. Your advisor is looking at the stock market. Failure to communicate happens all the time. The result? Mistakes happen on tax returns. Opportunities are missed. Money and time are wasted.
Who’s making sure everyone is on the same page? Who’s tying it all back to your bigger picture—your firm, your future, and your exit plan?
That’s where we come in.
Why coordination changes everything
Let me put it this way: even if you’ve got the best players on the field, you still need a playbook—and someone to call the plays.
When we work with clients, we help:
Clarify the big picture goals—both personal and business
Make sure every advisor is aligned with those goals
Translate advice into action so things actually get done
Let’s make sure nothing falls through the cracks for you.
Final thought
You’ve put in the work to build a successful law firm. You’ve surround yourself with good people. Now, let’s bring it all together.
If you’re looking for someone to connect the dots, keep things moving forward, and help you build a comprehensive strategy that supports both your business and your life, we’d love to chat with you.
No pressure. Just a real conversation about what you’re building and how we can support it.
– Darren