As part of our work together, Firefly Wealth Management offers the following services:

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.


Lawyers  interested in  A Lawyer's Path: please visit the ALP page for more information and pricing.


Stand Alone Financial Plans


In general, the negotiated fixed rate for creating client financial plans is between $5,000 and $15,000. This includes an analysis of your current situation and up to three additional scenarios (for example: partner track vs. corporate counsel vs in-house, retiring early, buying a home, or how to fund for college). Specific guidelines will be discussed on an individual basis.


• Bar Associations: Please contact Firefly Wealth for reduced pricing for your members. We currently partner with the Cleveland Metropolitan Bar Association (CMBA).

• Non-profits and non-profit employees: Discounts may apply, and thank you!

• Law Firms: We offer firm-wide discounts and work/ coordinate with your benefits department.


01. Comprehensive, Individualized Financial Planning

  • A guide to reaching your financial goals and objectives with actionable to-do’s.
  • A clear layout of your investments, net worth and cash flow.
  • We will cover topics such as tax planning, insurance coverage analysis, investments, company benefits, long-term care and estate planning.
  • We will analyze your current course of action and potential alternative scenarios such as: retiring early, saving for college education(s), selling or purchasing a home.
  • Assistance with implementing any recommendations, monitoring progress and updating your plan.

02. Investment Management

  • Investment recommendations and implementation based on your unique goals, time horizon and risk tolerance. 
  • Allocation and disciplined rebalancing of accounts.
  • Tax efficient strategies.
  • Diversification of concentrated positions.

03. Estate Planning / Family Discussions

Firefly Wealth can either refer you to, or work with your current estate attorney, to help ensure your estate documents reflect any suggested strategies or needed changes. 

04. Philanthropy and Value-based Investing

For clients who are charitably inclined, or who want their investments to reflect their values, Firefly Wealth will work with you to create an appropriate portfolio. Charitable donations may have certain tax advantages. Please contact us to discuss.