Top financial advisors working with attorneys
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 complex financial decisions, such as managing irregular income or planning for retirement with fluctuating cash flow, you need an advisor who understands the unique financial rhythms of legal careers. A common pitfall is working with an advisor who treats your finances like a standard paycheck scenario, missing nuances that can affect your long-term goals.
- Legal income patterns. Confirm how they handle variable earnings and bonuses common in legal professions.
- Retirement timing. Ask how they plan for retirement when your career may include transitions like partnership or firm changes.
- Tax considerations. Attorneys often face specific deductions and tax situations; check their familiarity with these nuances.
- Risk management. Ensure they address professional liability and income protection tailored to legal careers.
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 well-suited for attorneys needing financial guidance, offering expertise in cash flow management and estate planning, which are crucial for handling irregular legal incomes and complex wealth transfer. Based in Warwick, RI, she brings nine years of experience at a large firm, Mass Mutual Investors Services, and complements her advisory role with insurance specialization, providing a broader risk management perspective compared to other advisors.
Experience: 10 years
Avg account: $249,379
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Wanqiu W
Series 66
Los Angeles, CA
Citigroup Global Markets
Wanqiu Wu is equipped to assist attorneys with complex financial needs, leveraging expertise in tax-loss harvesting and sustainable investing, which can address unique tax and investment considerations for legal professionals. Operating from a large firm, Citigroup Global Markets, Wanqiu serves high-net-worth clients with a negotiable fee structure up to 2.00% annually, offering multi-asset strategies that differentiate her from advisors at smaller firms or with narrower investment approaches.
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 needs like irregular income and tax considerations common in legal careers. His firm offers both discretionary and non-discretionary asset management with tailored investment strategies, serving high-net-worth clients and business entities. Compared to others, Hickok Advisory provides flexible fee options including flat fees and hourly consultations, and benefits from Eric's combined experience in tax law and real estate, enhancing his comprehensive approach.
Experience: 5 years
Avg account: $130,000
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Glenn E
Series 63, Series 66
Florham Park, NJ
Merrill
Glenn Evans is well-equipped to assist attorneys with complex financial needs, offering expertise in retirement income strategy and business exit planning, which are crucial for legal professionals facing career transitions. His experience at Merrill, a large firm, combined with his CFP® certification and focus on diverse clients including attorneys and business owners, distinguishes him by blending personalized wealth management with a broad understanding of professional and demographic nuances.
Experience: 17 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 complex financial needs of attorneys, including managing irregular income and retirement planning. Operating from Richardson, TX, she offers flat-fee financial planning and focuses on passive and factor investing strategies, serving high-net-worth clients with a multi-team advisory approach that emphasizes diversification and strategic asset allocation.
Experience: 23 years
Avg account: $2,805,052
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