Darren P. Wurz
Darren Wurz specializes in financial planning for law firm owners. He is a Certified Financial Planner® Professional with an M.S. in Financial Planning from Golden Gate University. As a fiduciary and fee-only advisor, he has developed an expertise in the unique financial planning needs of those in the legal profession, and he now specializes in serving attorneys and law firm owners across the country. His mission is to help his clients achieve financial independence as they define it. As a small business owner himself, he is deeply familiar with the challenges of solo practitioners and small firm owners.
He is the host of The Lawyer Millionaire Podcast, available wherever you get your podcasts, and 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. Darren is a member of the American Bar Association and the Financial Planning Association. Locally, he is a member of the Cincinnati Bar Association, the Northern Kentucky Bar Association, and the Covington Business Council. His office is located in Cincinnati, OH, and he was born and raised in Toledo, OH.
To learn more about Darren, connect with him on LinkedIn.
Office: 859-291-9879
Travis R. Wurz
Travis Wurz specializes in financial planning for top real estate producers. He primarily works out of the Toledo office. He is a graduate of the University of Toledo with a Bachelor’s degree in Financial Services. He has both his Series 7 and Series 66 licenses.
In his work with real estate professionals, he has found that his clients are interested in building up passive income. He helps his clients create a diversified income stream, build long term wealth, and plan for retirement.
Travis is passionate about continuing the family legacy of providing sound and intelligent planning services to our new and existing clients. He is active in his local community as a member of the Maumee Chamber of Commerce, The Chamber Partnership, and the Women’s Council of Realtors.
Office: 419-276-1576
Richard H. Wurz (retired)
Richard Wurz began his career in financial services in his twenties, experiencing every market cycle since the 1980s. This extensive experience has given him a unique perspective and a deep understanding of the stock market’s fluctuations, which he used to help clients accumulate, preserve, and pass on wealth efficiently.
Early in his career, Richard worked for a large financial institution but soon recognized the importance of serving his clients as an independent advisor, offering unbiased advice. This led him to establish an independent financial advisory business, where his strong sense of caring and duty to clients became a core value of his business, a legacy continued by Darren and Travis.
Though Richard is now retired and no longer works with individual clients, the values and principles he instilled continue to guide the firm’s operations. “The credo I live by and what I’ve instilled in my sons is this: People don’t care how much you know unless they know how much you care. I believe this and so do they.”