Law firm owners
Own a law firm? Meet The Lawyer Millionaire®.
Business, tax, wealth, and exit planning built exclusively for law firm owners, from Wurz Financial Services founder Darren Wurz, CFP®.
If your biggest financial asset is the firm you run, your planning needs to start with the business. The Lawyer Millionaire® puts business strategy, tax planning, wealth management, and exit planning on one coordinated team, for one flat monthly fee.
The problem
Your advisors are good on their own. They are not talking to each other.
Most law firm owners end up managing their own financial team by accident: a tax person here, an investment advisor there, a business coach found through a podcast, and an exit plan that only comes up the year they are ready to sell.
The Lawyer Millionaire® gives you one team working from the same file, toward the same outcome, at the same time.
The Full Docket
Four steps from a profitable firm to lasting personal wealth.
A business strategist, a CPA, a CFP® professional, and an exit planning advisor, working your full docket together.
- Build
Grow revenue by aligning business strategy, systems, and leadership, so the firm scales without burnout or owner dependence.
- Protect
Coordinate cash flow, tax strategy, and business structure to increase margins, so growth turns into real freedom.
- Grow
Turn profits into long-term personal wealth through coordinated financial planning, investment strategy, and retirement planning.
- Exit
Build your succession or sale strategy well before you need it, so you step back on your terms.
What is different
Built only for law firm owners.
Exclusively law firm owners
No generic advice. The team works with law firm owners and knows how the business of law actually runs.
One coordinated team
Business, tax, financial, and exit planning working under one strategy instead of in separate silos.
One flat monthly fee
No commissions, no product sales, and no percentage of your assets.
Learn first
Start with the book, the podcast, or a number.
The book
The Lawyer Millionaire, published by the American Bar Association, on building wealth and financial freedom as a law firm owner.
The podcast
The Lawyer Millionaire® Podcast, with financial planning and business strategy for law firm owners and interviews with owners who have done it.
What is your firm worth?
A short assessment that gives a directional value range, an exit-readiness grade, and the factors moving your multiple.
Which fits you
Running a firm, or leaving one?
You own a law firm
You want a more profitable firm, a plan that turns that profit into personal wealth, and an exit on your terms. The Lawyer Millionaire® is built for you.
You are a partner or associate at a large firm
You are within five years of leaving and need a plan for your capital account, payouts, cash balance plan, and the income gap after your last draw.
Ready to talk about your firm?
Book a strategy call with The Lawyer Millionaire® team.
Book a Strategy CallThe Lawyer Millionaire® is a registered trademark. Financial planning and investment advisory services are offered through Wurz Financial Services, LLC, a registered investment adviser. Lawyer Millionaire Wealth Advisors and Wurz Financial Services, LLC are separate entities.