You hold a duty to your clients. We hold one to you.
Fee-only, fiduciary planning and investment management for attorneys at every career stage.
Built around an attorney’s financial life.
Financial Planning
A clear picture of your investments, net worth, cash flow, taxes, and estate — with an actionable plan to reach your goals. From student loans to retirement and beyond.
Retirement & Elder Care Planning
Retirement is one step in a long journey. We build a realistic plan for the retirement you’ve earned, and help navigate elder-care decisions with a network of trusted experts.
Investment Management
Data-driven portfolio management around your goals, tax situation, time horizon, and risk — accounting for the retirement and defined-benefit plans that make up much of an attorney’s net worth.
HR & Benefits Liaison
Not sure what that benefits memo means? We act as your advocate, ask your firm the right questions, and even help you fill out the forms.*
Plans built for your exact career stage.
From your first associate paycheck to equity partner or corporate counsel, we have a plan aligned to where you are right now.
See plans by career stage →
Meet the founder.
Firefly Wealth Management was founded by Joshua F. Levine, CFP® (Certified Financial Planner), to serve lawyers exclusively — full wealth management for attorneys navigating uneven cash flows, distributions, capital loans, and legacy planning.
Book a free consultationYour future begins now.
A free consultation is the fastest way to start. No pitch, no obligation.
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