Financial Planning & Strategy for Law Firm Owners
About The Lawyer Millionaire
Meet Our Founder
WHY I CREATED A FINANCIAL PLANNING FIRM JUST FOR LAW FIRM OWNERS
Hi, I’m Darren Wurz, and I founded The Lawyer Millionaire with one clear mission: to help law firm owners grow their firms, build lasting wealth, and create a path to true financial freedom.
I didn’t begin in finance — I began as a teacher. I loved the structure, the creativity, and the opportunity to guide others. But I craved something more entrepreneurial, which eventually led me to join my family’s financial planning practice.
At first, I believed I had entered a profession designed to help people plan their future. But I quickly realized the truth: the traditional financial services industry is built around selling products, chasing assets under management, and collecting commissions. If you weren’t already a millionaire, you were often overlooked—or worse, sold something you didn’t need.
That didn’t sit right with me.
Then I began working with a few law firm owners—and everything changed. These attorneys were ambitious, successful, and earning well, but their financial systems were chaotic. They had no clear law firm growth strategy, didn’t know how much they could safely draw from the business, or how to prepare for retirement and succession.
That’s when it clicked: law firm owners don’t need a traditional financial advisor. They need a flat-fee financial planner who understands both the business strategy of running a law firm and the personal side of long-term wealth planning.
So I created what didn’t exist—an advisory firm built exclusively for law firm owners. No percentage-based fees. No commissions. No product sales. Just strategic advice, expert business planning, tax guidance, and financial coaching for law practices—all for a flat monthly fee.
If you’re running a firm, you deserve more than investment advice. You deserve a comprehensive financial plan that helps you grow your practice, prepare your law firm exit strategy, and enjoy the lifestyle and freedom you’ve worked so hard to achieve.
That’s what we do.
— Darren Wurz, Founder & CEO
OUR MISSION: REDEFINING FINANCIAL PLANNING FOR LAW FIRM OWNERS
You’re not just a portfolio—you’re a law firm owner with a vision for growth, freedom, and impact.
We launched The Lawyer Millionaire because the traditional financial industry doesn’t understand the unique challenges of running a law firm. Retirement planning for lawyers isn’t just about saving—it’s about building a profitable practice, scaling your firm, and creating lasting wealth.
Our mission is simple: to help entrepreneurial attorneys align their business, personal finances, and life goals through transparent, flat-fee financial planning and strategic guidance tailored to the legal profession.
We’re here to change the game in wealth management for attorneys—offering experienced law firm business planning, growth strategy, succession planning, and investment advice without commissions or asset-based fees. Just real results, from a partner who understands both your practice and your purpose.
Why Choose Us
WHAT MAKES US UNIQUE
Designed for Lawyers
We work exclusively with law firm owners. That means we understand your cash flow, tax structure, growth hurdles, and exit opportunities—because we’ve helped attorneys at every stage of the journey. From scaling your law firm to preparing for retirement, we speak your language.
Flat Monthly Fee, No Commissions
We are a true flat-fee financial planner for law firms—no AUM percentages, no sales commissions, and no hidden costs. Our pricing is transparent, simple, and aligned with the value we deliver—not the size of your investment account.
Personal + Business Planning Integrated
As your financial coach for your law practice, we help you align personal goals with your law firm business strategy. Whether you’re building wealth, reducing owner dependence, or designing your law firm exit strategy, we deliver one cohesive plan—because your business and personal life are deeply connected.
Meet the Lawyer Millionaire Team
At The Lawyer Millionaire, our team brings together decades of experience in financial planning for law firm owners, business coaching, and strategic growth consulting. We specialize in helping attorneys implement smart, sustainable strategies—whether you’re focused on how to scale a law firm, optimize cash flow, or develop a future-proof law firm exit strategy. From guiding your law firm growth strategy to building personalized succession planning for law firms, we act as your trusted financial coach for your law practice, giving you the clarity and confidence to grow a thriving business and create long-term wealth.
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Darren Wurz, MSFP, CFP®, CEPA®
Founder & Advisor to Law Firm Owners
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James Koford, CFP®
Lead Planning Associate
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Stacy Bearden, MSFP, CFP®
Planning Associate
PHILANTHROPHY
Helping Future Law Firm Owners Thrive
At The Lawyer Millionaire Founders Network, we believe in creating lasting impact—not just for our clients, but for the legal profession as a whole. That’s why we proudly support the Council on Legal Education Opportunity, Inc. (CLEO), a national nonprofit that prepares underrepresented students for success in law school and legal careers.
As a firm that works exclusively with law firm owners, we recognize the vital importance of diversity in the legal profession and the need for equitable access to education and opportunity. Our support of CLEO reflects our commitment to building a stronger, more inclusive legal community—one that empowers the next generation of attorneys to lead, serve, and succeed.
Since its founding, CLEO has helped over 32,000 students pursue law degrees and legal careers. We’re proud to contribute to this mission and to stand behind a future where the legal profession reflects the diversity and potential of the communities it serves.
