Independent Advice – Fiduciary Solutions

Law Firm Retirement Plans

Best in class retirement plan services. Empowering firms while improving participant outcomes.

Who We Serve

  • Nationwide Law Firms
  • Regional Law Firms
  • Start Up Retirement Plans

What We Do

  • No Commission/Fee Only
  • Fiduciary/3(38) Investment Managers
  • Comprehensive Participant Education
  • Participant Financial Planning
  • White Glove Service
  • Industry Leading Platforms
  • Competitive/Transparent Fees

Holistic Wealth Management

High touch personal service. We partner with you to clarify your goals and work hand in hand with you to achieve them.

Who We Serve

  • High Net Worth Clientele
  • Self Employed Professionals
  • Business Retirement Participants

What We Do

  • Experienced, Fiduciary Advice
  • Holistic, Goal Based Planning
  • Custom Investment Strategy
  • Advanced Tax and Estate Consulting
  • Self Employed Business Planning
  • Estate Planning Consulting
  • Risk Management
  • Legacy and Charitable Strategies


Empowering you to make sound financial decisions

Leading clients through the complexity to clarity

Law Firm Business Retirement – Holistic Wealth Management

Business Retirement – Wealth Management

Schedule a Consultation Today