Wealth Strategies for Law Firm Partners
We Help You Live And Practice On Your Terms.
We are here to help you:
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Avoid expensive mistakes
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Mitigate your taxes
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Turn income into long-term wealth
Stop Worrying About Financial Mistakes That Hurt You
As a law firm partner, you may feel:
You have reached an age and net worth where making mistakes is extremely costly
Confused about how to turn your high income into wealth you can rely on in retirement
Worried that even innocuous errors could cause you additional years of work
We believe you should feel confident your hard-earned savings are working hard for you.
Prepare Now to Exit the Practice on Your Terms
Our goal is to help you:
Get on track
Gain a clear direction for your financial situation.
Feel confident
Stop worrying about "what if" with the guidance of a professional team.
Take control
Make all your financial pieces work toward your goals.
We Understand How Complex Your Financial Life Can Be
We have provided law firm partners with a systematic plan for controlling taxes, costs, and risk for almost 20 years.
We have a deep understanding of their law firm retirement plan structures.
From Biglaw partners to solo practitioners.
An Advisory Team That Has Your Back
Our advisory team collaborates on your behalf to implement your wealth strategies.
For completely transparent fees, our Virtual Family Office engagements include:
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Goals-based financial planning
Retirement analysis, cash flow analysis, education planning, tax planning, and estate planning
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Investment strategy & planning
Low-cost, tax-efficient investing, within carefully defined risk-management parameters
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Tax strategy & planning
Annual tax preparation, annual tax analysis and projections, and tax optimization strategies
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Personal legal services
Personal legal matters such as estate planning, audit defense, elder law, and more
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Charitable giving strategies
Donor-advised funds, optimized gifting strategies, qualified charitable donations
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Cash management & lending
High-yield FDIC-insured savings accounts up to $2.5 million, pledged asset lines of credit, discounted mortgages
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Risk management solutions
Protect your family, and your legacy from unexpected events
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Lifestyle & wellness resources
We help you live your best life
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As an law firm partner, you enjoy a high income and comfortable lifestyle, but you also face an issue that your colleagues in the corporate world don't. Unlike them, you don't receive equity compensation—
which means you are responsible for generating your income, funding your benefits, and paying your taxes. This makes you acutely aware of how precarious financial mistakes can be. And yet how do you find the time to become a financial expert so you avoid these mistakes? You are already an expert at law and shouldn't have to spend what little free time you do have to become a financial expert too. At ONE Advisory Partners, we take the burden of financial planning off attorneys' shoulders. We provide law firm partners with tax-sensitive planning to minimize mistakes and risk and turn income into wealth for retirement so you can exit the practice on your terms.
We are an independent Registered Investment Advisor helping law firm partners achieve a practice-optional lifestyle. Our team provides comprehensive wealth strategies to help turn today's high income into wealth you can rely on in retirement. We help you:
• Stop worrying about making expensive mistakes
• Feel confident with a solid plan to achieve your objectives
• Free up more time to spend as you please
How to Work With Us
Step 1
Start with an initial conversation to determine a mutual good fit.
Step 2
Book a Discovery Meeting to understand goals and challenges.
Step 3
Engage with us and start implementing.
Are We a Match?
You want to partner with a financial advisor whose expertise is working with people like you. We may be a good fit if you:
Are a law firm partner ready to delegate complex financial strategies
Are at an age and net worth where making mistakes is costly
Seek to turn today's high income into wealth that you can rely on in retirement
Want a relationship with a fiduciary financial advisor to provide integrated financial, tax, legal and lifestyle management services
Have investable assets of more than $1,000,000
Take the First Step—Schedule a Call
Are you ready to stop worrying about financial mistakes that may cause you additional years of work? Take the first step to exiting the practice on your terms by scheduling an introductory consultation.