Our Story
Our Focus
What makes our practice unique is our exclusive focus on attorneys. About 15 years ago, a local bar association invited us to present a CLE on financial planning. Since then, we’ve continued speaking at law firms and bar associations across the region—gaining deep insight into the professional and personal financial challenges lawyers face.
As our client base in the legal world grew, we realized something important: no two attorneys are financially the same.
From first-year associates to equity partners, each attorney brings a different set of circumstances, goals, and stressors. That’s why we built Sidebar Advisors as a central resource for lawyers seeking objective, experienced financial advice—delivered by professionals who truly understand the legal world.
Our team holds specialized designations including CFP®, MBA, CLTC®, BFA™, and CSLP®, allowing us to address both the technical and emotional sides of money. We understand the tax complexities, student loan burdens, and time constraints that come with a legal career—and we’ve built our process around solving for exactly that.
Should you choose to partner with us, you can rely on Sidebar Advisors to develop a comprehensive financial plan tailored to your goals, including:
- Mitigating your tax burden as your career evolves
- Building and managing a personalized investment strategy
- Strategic student loan repayment
- Planning for education (yours or your children’s)
- Retirement readiness and early exit strategies
- Estate and legacy planning
- Identifying appropriate insurance coverage
- Day-to-day budgeting and cash flow management
What’s Financially Unique About Attorneys?
You’ve built a successful legal career—but when was the last time you felt truly confident about your finances?
Between billable hours, firm politics, and family responsibilities, financial planning often gets pushed aside. You may have tried to “DIY” your way through it—reading articles, listening to podcasts, even meeting with an advisor—only to find the advice didn’t quite fit your life as an attorney.
That’s where we come in.
At Sidebar Advisors, we help attorneys make clear, informed financial decisions without taking time away from their careers or families. Our planning process is built to simplify, not overwhelm—giving you the clarity to focus on what matters most while securing your financial future.
Your Journey, Our Expertise
Like any case you argue, your financial life needs a strategy. We work with attorneys at every stage of their journey:
- New associates navigating student loans, high cost of living, and uncertain cash flow
- Mid-career attorneys balancing family life, career growth, and wealth-building
- Equity partners managing tax-efficient investing, advanced planning, and succession strategies
Whatever stage you’re in, we’re here to provide personalized guidance—and take the guesswork out of your next financial move.
Our Approach
Numbers alone don’t tell the whole story.
That’s why we incorporate Behavioral Financial Advice (BFA™)—a method that ensures your financial decisions align with your values, priorities, and relationships.
Take, for example, a couple who met in law school:
One worked during the day and took out loans to attend law school at night.
The other had parental support and graduated debt-free.
Years later, they’re deciding between saving for their child’s education or retiring early.
One values security for the next generation; the other prioritizes independence.
Without guidance, differences like this can lead to resentment, indecision—or worse, inaction.
At Sidebar Advisors, we help our clients navigate these conversations with clarity and purpose. By identifying your priorities, values, and helping you understand the mindset behind money, we uncover what matters most to you. From there we can build a plan that supports it so you can make confident, values aligned financial decisions.
Many attorneys see financial planning as a task to check off a list. But it’s more than that—it’s about creating the life you actually want.
Your Next Step
Every great case has a strategy.
Every successful attorney has a team behind them.
Let us be yours.
Ready to gain financial confidence? Let’s talk.