Top advisors focused on attorney in the US
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're an attorney facing unique financial challenges like irregular income or planning for a law practice sale, you need an advisor who understands these specifics. Without this insight, you risk missing key tax strategies or mismanaging cash flow tied to your legal career.
- Law practice financial nuances. Confirm the advisor knows how to handle income fluctuations and expenses common in legal professions.
- Tax planning for attorneys. Ask how they approach deductions, retirement contributions, and tax implications unique to legal professionals.
- Asset protection strategies. Ensure they consider how to shield your personal assets from professional liabilities.
- Retirement planning aligned with legal careers. Look for advisors who factor in your career trajectory and potential practice transitions when crafting retirement plans.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kayla S
Series 63, Series 65
Warwick, RI
Mass Mutual Investors Services
Kayla Santos is equipped to address the financial complexities attorneys face, including cash flow management and estate planning, supported by her nine years of experience and Series 63 and 65 licenses. Working with Mass Mutual Investors Services, a large firm offering comprehensive financial planning and asset management, she also brings expertise in divorce financial planning and multi-generational wealth transfer, which may benefit attorneys with diverse personal and professional financial needs.
Experience: 9 years
Avg account: $249,379
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Wanqiu W
Series 66
Costa Mesa, CA
Citigroup Global Markets
Wanqiu Wu is equipped to address the financial complexities attorneys face, including tax-loss harvesting and sustainable investing strategies, supported by a Series 66 credential and four years of industry experience. Operating from Citigroup Global Markets, a large firm serving high-net-worth clients with multi-asset strategies, Wanqiu offers negotiable fees up to 2% AUM, distinguishing her through access to institutional resources and tailored wealth management solutions.
Experience: 4 years
Avg account: $714,318
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Eric H
Series 65, Series 66
Campbell, CA
Hickok Advisory, LLC
Eric Hickok specializes in financial planning for attorneys, addressing unique challenges like income fluctuations and tax planning relevant to legal professionals. His firm offers both discretionary and non-discretionary asset management, serving a diverse client base including high-net-worth individuals and trusts, with flexible fee options such as flat fees and hourly consultations, distinguishing him from others by combining legal insight with tailored investment strategies in Campbell, CA.
Experience: 5 years
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Glenn E
Series 63, Series 66
Short Hills, NJ
Merrill
Glenn Evans is well-equipped to address the financial complexities attorneys face, including business exit strategies and retirement income planning, supported by 16 years of experience and specialties in wealth management and private investments. Unlike many peers, he brings a large-firm perspective from Merrill Lynch, holds multiple certifications including CFP®, and serves diverse clients such as attorneys and business owners across over 20 states, offering broad expertise and personalized strategies.
Experience: 16 years
Avg account: $860,085
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Sarah C
CFP®, Series 66
Richardson, TX
Generational Wealth Advisors
Sarah Crowe's 22 years of experience and CFP® certification equip her to address the financial complexities attorneys face, including irregular income and law practice transitions. Based in Richardson, TX, she offers flat-fee financial planning and focuses on passive/index investing and annuities, serving high-net-worth clients independently, which may appeal to attorneys seeking personalized, diversified investment strategies with transparent fees.
Experience: 22 years
Avg account: $2,805,052
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