Financial planning & investment management for attorneys.
Fee-only, fiduciary advice for lawyers — from your first associate paycheck to equity partner. No asset minimum. No commissions.
Book a free consultationThree steps. No pressure.
Free consultation
A no-cost conversation about where you are and what you need. No pitch, no obligation.
Your plan
We build a plan around your career stage, comp structure, and goals.
Ongoing guidance
We manage the investments and stay with you as your career and finances grow.
Simple, transparent pricing.
“You pay Firefly to run your financial life — not just to manage your money. And because we take investment management seriously, we bring in specialist outside managers only when it’s in your best interest.”
Associate
Practice years 1–4
No one-time fee
Early career — rising income, student debt, first real investing.
- Comprehensive plan
- Investment management
- Retirement & post-tax savings review
- Student loan analysis
- Basic life insurance review
- Benefits review
- Discounted estate planning
Senior Associate / Of Counsel
Sr. Associate: year 5+ · Of Counsel: by title
No one-time fee
Growing families, partner-track decisions, and layered needs.
- Multi-scenario planning (partnership, family, college, retirement)
- Investment management
- 529 / college analysis
- Student loan analysis
- Life insurance gap analysis
- Discounted estate planning
- Access to additional subject-matter experts
Partner / Corporate Counsel
By title
No one-time fee
Full wealth management for uneven cash flows, distributions, equity comp, and legacy planning.
- Equity comp & RSU planning
- K-1 & capital account planning
- Concentrated stock strategies
- Blackout-period compliance
- Separately managed accounts
- Legacy & wealth transfer
We work with partners and corporate counsel on larger portfolios as a matter of course. Pricing above reflects the flat monthly retainer for portfolios under $2M; above that, we move to asset-based pricing — we’ll walk through the details in your consultation.
One-time financial plans.
A one-time financial plan is a negotiated flat fee, generally $5,000–$15,000. It includes a full analysis of where you stand today, plus up to three additional scenarios showing how to reach the goals that matter to you — a partner-track or corporate-counsel move, retiring early, buying a home, funding college. We set the specifics with you individually.
What every client gets
Fiduciary advice
A fee-only CERTIFIED FINANCIAL PLANNER™ acting in your best interest. No commissions, ever.
Personal finance archive
One secure, shared place for tax forms, estate documents, benefits elections, meeting notes, and your cash-flow calendar.
Investment management
Allocation built around your age, career stage, risk tolerance, and goals.
Benefits review
Retirement plans, insurance elections, and the firm benefits most attorneys leave on the table. We act as your advocate with your firm’s benefits department.*
Retirement & Elder Care Planning
A realistic plan for the retirement you’ve earned, plus elder-care guidance with a network of trusted experts.
Philanthropy & Values-Based Investing
Portfolios that reflect your values, and charitable strategies that may carry tax advantages.
*To the extent allowed and authorized by clients in writing.
More than a binder on a shelf.
By senior levels, your estate is rarely simple — equity comp, deferred comp, capital accounts, concentrated stock, trusts, and accounts across multiple employers. Qualifying clients get complimentary access to Vanilla, an estate-planning platform that turns dense trust and estate documents into clear, interactive visualizations — so you can see how your assets flow, where the gaps are, and how your plan holds up under current and future tax rules.
We also refer to, or work alongside, your estate attorney to keep your documents aligned with your plan.
Ask about Vanilla access →Pricing partnerships for bars and firms.
Bar associations
We partner with bar associations to offer their members reduced pricing. If you help lead a bar, we’ll set up a member benefit.
Nonprofits & their employees
Reduced pricing for those in public-interest and nonprofit work — and thank you.
Law firms
We build firm-wide financial wellness programs and coordinate with your benefits department.
Ready to see where you stand?
A free consultation is the fastest way to find out. No pitch, no obligation.
Book a free consultationFirefly Wealth Management was founded by Joshua F. Levine, CFP®, to serve attorneys — and only attorneys.