Our Advisors

At SideBar Advisors, our advisors bring more than technical expertise, they bring perspective. As fiduciaries, we’re committed to putting our clients’ best interests first, always. But what we believe sets us apart is our behavior-first approach: before diving into numbers and projections, we take the time to understand how you think about money. Your goals, fears, and circumstances aren’t just personal, they’re the foundation of a financial strategy that actually works for your life.

We specialize in working with attorneys because your financial world is uniquely complex. Between student loans, variable compensation, equity buy-ins, and long hours, traditional planning models don’t always apply. That’s why our advisors tailor guidance to your career path and lifestyle, not just to your portfolio. We’re here to help you build long-term wealth with clarity, confidence, and support every step of the way