INTEGRATED FINANCIAL, BUSINESS & TAX ADVISORY FOR LAW FIRM OWNERS
One coordinated team—financial planning, business strategy, tax planning & filing, and investment management—built exclusively for law firm owners.
AS FEATURED BY
RUNNING A LAW FIRM SHOULDN’T MEAN JUGGLING A DOZEN ADVISORS
The Problem
Most law firm owners are surrounded by professionals—CPAs, financial advisors, bookkeepers, consultants—but no one is talking to each other. And you still feel like they are the one connecting the dots.
Business decisions get made without tax context.
Investments are managed without understanding the firm.
Financial plans exist on paper but don’t reflect real-world complexity.
The result?
More revenue, but less clarity.
More responsibility, but less freedom.
And a firm that depends too heavily on the owner to function.
The Lawyer Millionaire changes that. You get a fully aligned advisory team working together on your behalf—so your business decisions, tax strategy, and personal wealth plan all move in the same direction.
YOUR ONE-STOP SHOP FOR YOUR BUSINESS AND FINANCIAL NEEDS
Our Solution
At The Lawyer Millionaire® Wealth Advisors, we help law firm owners grow wealth, reduce taxes, and scale profitable firms through integrated business and financial planning—all for one transparent flat monthly fee. We operate like a multi-family office for law firm owners, providing a one-stop shop for all your financial planning and business planning needs.
What’s Unique About Us
Exclusively for Law Firm Owners - No generic advice. We know your business inside and out.
Integrated Business + Financial Planning - One team working together under one roof.
Flat Monthly Membership Fee - No commissions, no hidden fees, no AUM percentages.
OUR 3-STEP PATH TO FINANCIAL FREEDOM
Our Process
A coordinated, team-based framework that helps law firm owners grow stronger firms, maximize profitability, and convert business success into lasting personal wealth.
Step 1: Business Expansion
We help you grow revenue by aligning business strategy, systems, and leadership—so your firm scales without burnout or owner dependence. Business decisions are made with financial and tax context.
Step 2: Profit Maximization
We coordinate cash flow planning, tax strategy, and business structure to increase margins and efficiency—so growth turns into real freedom, not just higher revenue. No reactive tax moves. No disconnected advice.
Step 3: Wealth Growth
We help you turn profits into long-term personal wealth through coordinated financial planning, investment strategy (with no AUM fees), retirement planning, and exit planning.
Each step is executed by a coordinated advisory team—financial planning, business advisory, tax planning & filing, and investment management—working together under one strategy.
BUILD REAL WEALTH BEYOND YOUR LAW FIRM
Discover how law firm owners use an integrated business, tax, and wealth strategy to grow profitable firms, eliminate hidden costs, and retire on their terms.
Download The Real Retirement Roadmap for Law Firm Owners—our practical, no-nonsense guide to turning business success into lasting personal wealth.
Plus, Complimentary Bonus Guide
You’ll also receive a copy of Break Free From the Grind: 5 Steps to Build a Profitable, Scalable Law Firm—a practical framework for reducing owner dependence and building a firm that works without you in the weeds.
REAL RESULTS FROM LAW FIRM OWNERS LIKE YOU
Success Stories
“Darren has been my financial advisor and has made a huge difference. His guidance and constant oversight are impressive.”
Eric Gang
As a law firm owner, I am so grateful for Darren and his team. I first learned about Darren through his excellent podcast, The Lawyer Millionaire, and also ordered his book, which I believe is a must-read for attorneys looking to build a strong financial future.”
Ellen Cookman
Founder of Cookman Law, PC
“Darren and his team are extremely knowledgeable financial advisors. What’s different about them is that they are also very knowledgeable about growing and running law firms. They are thorough, organized, and follow through on objectives. True professionals.”
Edward Dabdoub
Founder of Dabdoub Law
LEARN FROM THE LAWYER MILLIONAIRE® PLATFORM
From Darren’s ABA-published book to our top-ranked podcast to our monthly Masterclass events, we’ve got a wealth of resources to help you scale your firm, maximize profitability, and grow your wealth.
The Book
The Lawyer Millionaire — Published by the American Bar Association
The definitive guide to building wealth, minimizing taxes, and creating financial freedom as a law firm owner. In this groundbreaking ABA release, Darren Wurz reveals how to make all the right maneuvers for attorneys to maximize wealth and reach financial independence.
The Masterclass Community
Grow your network. Grow your firm.
Join us for our monthly Masterclass Series led by Darren Wurz for an opportunity to connect with other ambitious law firm owners and master your business leadership skills. Each quarter we select a book related to leadership, business, or finance, and break it down during our Masterclass Live events.
The Podcast
The Go-To Podcast for Law Firm Owners
Tune in weekly to The Lawyer Millionaire® Podcast where Darren Wurz delivers financial planning and business strategy insights and interviews top law firm owners to learn the secrets of their success. Find our podcast on Apple Podcasts, Spotify, or wherever you get your podcasts.
FAQ - Financial Planning for Law Firm Owners
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We work with lawyers and law firm owners - from solo practitioners to owners of large firms to Big Law partners - who want to take control of their finances, build real wealth, and run their practice like a business.
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We are fiduciaries - obligated to act in your best interests at all times. We do not accept commissions. And instead of asset-based (AUM) fees, we offer a flat monthly fee for comprehensive planning that combines business growth, tax strategy, and personal wealth management — all designed specifically for law firm owners.
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No. Our clients often keep their existing investment accounts. We focus on helping you create a coordinated financial strategy that supports your business, cash flow, taxes, and long-term goals — not on managing your assets for a percentage.
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While we can’t guarantee results, you should expect to experience greater understanding and less confusion around your finances and business. We also aim to help you get unstuck in making progress toward your business and financial goals. You may experience stronger profitability, improved cash flow, and greater wealth growth resulting in a straightforward path to financial independence and retirement.
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We use a simple, transparent flat-fee model. Our comprehensive planning starts at $797 per month, with no hidden fees.
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It all begins with a short introductory call to learn more about your firm, your goals, and your challenges. If we’re a good fit, we’ll then schedule a game plan session to put together a custom game plan for you with practical steps you can take right away to improve your business and your finances. If you like our proposal, we’ll schedule your kick off meeting and get started!
Our Founder
Darren Wurz is a Certified Financial Planner™ and the founder of The Lawyer Millionaire® Wealth Advisors, a firm dedicated exclusively to helping law firm owners build personal wealth, grow their businesses, and achieve financial freedom.
As the author of The Lawyer Millionaire, published by the American Bar Association, and host of The Lawyer Millionaire Podcast, Darren has spent years teaching attorneys across the country how to think like business owners and take control of their financial futures.
With a background in both finance and entrepreneurship, Darren understands the unique challenges firm owners face—from unpredictable cash flow to exit planning—and brings a practical, no-nonsense approach to solving them.
MEET DARREN P. WURZ, CFP® - FOUNDER OF THE LAWYER MILLIONAIRE®
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