About 15 years ago, we gave our first seminar at a firm on financial planning for attorneys, and we’ve been immersed in the legal world ever since.

What started as education has evolved into something far more impactful: a firm built exclusively for legal professionals and their unique financial lives.

Over the years, we’ve guided many attorneys, from early-career associates navigating student debt to seasoned partners managing equity compensation and complex tax exposure. And we’ve learned one thing above all: there’s no such thing as a “typical” attorney when it comes to money.

Our team holds experience in financial planning and wealth management, and we’re familiar with the technical nuances and emotional decisions that often accompany financial planning in the legal profession. We understand the demands on time, the complexity of compensation models, and the importance of integrated, forward-looking planning.

Whether you’re focused on building a foundation or refining a multi-generational strategy, Sidebar Advisors is here to offer a steady, knowledgeable voice, one that respects the distinct path of every attorney we work with.

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