Introducing • A Lawyer's Path
Financial guidance built for lawyers, at every stage.
Affordable, fiduciary financial planning and investment guidance designed specifically for attorneys - from your first Summer Associate paycheck through corporate counsel or equity-partnership and beyond. If you work in the legal community but are not an attorney, contact us to discuss your situation.
fee-only
fiduciary
no asset minimum
online • in-person
NO COMMISSIONS
Financial advisors may require a substantial asset base before they'll take you on as a client. Firefly Wealth built A Lawyer's Path to change that. Whether you're managing your first Big Law paycheck, navigating student loans as a junior associate, or modeling the transition from non-equity to equity partner — we have a plan for exactly where you are right now.
Beginning - Mid Level
Associate
$3,500 + $425/month
One-time fee + ongoing management / advisory
For associates navigating increased income, debt, and early wealth building.
- Comprehensive plan
- Investment management
- Retirement savings and post-tax savings review
- Student loan analysis
- Basic life insurance review
- Benefits review and guidance
- Discounted estate planning preparation
Under $150k investible assets.
Senior Associate • of counsel
Associate / of Counsel
$5,000 + $550/month
One-time fee + ongoing management / advisory
Built for growing families, partner-track decisions, and layered financial needs.
- Multi-scenario planning (partnership, family, college, wind-down, retirement)
- Investment management
- College funding / 529 analysis
- Student loan analysis
- Discounted estate planning preparation
- Life Insurance gap analysis
- Access to additional subject matter experts
Under $325k investible assets.
EQUITY AND NON-EQUITY
Corporate Counsel, Partners & of Counsel
Full wealth management for those navigating uneven cash flows, distributions, capital loans, and legacy planning.
Firefly Wealth Management is a fee-only fiduciary. That means we're paid directly by you — never by commissions, product sales, or third-party referrals — so our advice is aligned with your interests, not anyone else's.
We offer two fee structures: a percentage of assets under management (AUM) or an equivalent flat fee. Both are billed in arrears, and both reflect the depth of planning, personal attention, and specialized expertise we bring to every attorney we serve.
We'll work with you to determine the structure that fits your situation best. Let's talk about what makes sense for you.
- Equity comp & RSU planning
- K-1 & capital account planning
- Concentrated stock / equity positions
- Blackout period compliance
- Separately Managed Accounts
- Legacy & wealth transfer
qualifying clients
Estate Planning, Visualized
By the time you reach senior levels of practice your estate is rarely simple. Equity compensation, deferred comp, partnership capital accounts, concentrated stock, trusts, and retirement accounts across multiple employers create a picture that's hard to see, let alone plan around.
Qualifying clients receive complimentary access to Vanilla, the estate planning platform used by some of the country's largest wealth management firms. Vanilla 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 performs under current and future tax rules. It's a tool we include because attorneys at this stage deserve more than a binder on a shelf.
Included at Every Level
Fiduciary Advice
Fee-only CERTIFIED FINANCIAL PLANNER™ acting in your best interest - no commissions.
Personal Finance Archive
Secure, shared folder for tax forms, estate documents, benefits elections, meeting notes and action items, cash-flow calendar.
Investment Management & Guidance
Asset allocation tailored to your age, career stage, risk tolerance, and financial goals.
Benefits Review
Retirement plans, insurance elections, other firm benefits
Spots are limited - let's talk.
Enrollment in A Lawyer's Path is capped at each level to ensure every client receives the attention they deserve. Schedule a complimentary introductory conversation to find the right fit.