Financial Planning for Attorneys and Law Firm Partners
Making partner is a financial turning point as much as a professional one. You go from a paycheck to a capital account, and the strategies that carried you as an associate no longer fit.
That type of shift requires a comprehensive plan that accounts for your investments, taxes, and estate planning with a team that can do it all under one roof.
20+
states served, rooted in Tulsa
250+
families helped
100%
fiduciary, serving generations
Three Things Every Law Firm Partner Should Be Thinking About
Tom Flanagan walks through why making partner can lower your take-home pay, why your income, your capital account, and your retirement claim all point at one firm, and the retirement plan most partners never find out they qualify for.
Tom Flanagan, Lead Advisor, EverPar Advisors
What is covered
- 0:08 The three things
- 0:46 Why your take-home can go down
- 1:53 One firm, three exposures
- 3:13 Your 401(k) is rarely the ceiling
- 4:14 Who looks at all of it together
- 4:51 Three questions worth asking
Educational only. Not personal tax or investment advice.
The Big Questions We Help Answer
Does making partner mean I can build real wealth, or just earn & spend more?
Am I leaving tax savings on the table every year?
My financial life feels more scattered than ever. How do I bring it all together?
How do I balance today’s lifestyle with long-term security?
How much of my net worth is tied to the firm, and what happens if I leave?
Should I be investing beyond my 401(k), and how?
My K-1 swings year to year. How do I keep the tax bill from being a surprise?
How do I plan for kids, education, aging parents, and my own goals at once?
What happens to my spouse if something happens to me?
What am I missing that I don’t even know to ask?
Attorney Wealth Planning Services
We focus on the high-stakes decisions that matter most for high-earning attorneys & law professionals.
- One coordinated plan across investments, tax, and goals
- Cash flow and intentional saving strategy
- Equity compensation and bonus planning
- Tax planning woven through the year
- Advanced retirement saving beyond the 401(k)
- Education and 529 planning
- Real estate and concentrated-asset decisions
- Diversified portfolios, including private investments
- Insurance and income protection review
- Estate basics: wills, beneficiaries, directives
- Coordination with your CPA and attorney
Partners face challenges with variable income streams and often encounter surprises at tax time. We help you manage your entire financial life, including tax planning.
Bringing it all Together
We act as the bridge between your CPA, your estate attorney, and other professionals to bring it all together into one comprehensive financial plan.
- The buy-in and how it is financed
- K-1 income and estimated tax timing
- HSA triple tax advantage
- 529 plans
- Direct indexing
- Tax-loss harvesting
- Private investments
- Deferred compensation
- Concentration risk
- Beneficiary & estate basics
- Cash-flow planning
How We Help
Your whole picture in one place
Investments, accounts, equity compensation, debts, and goals pulled into a single coordinated plan.
Invest with planning first
A diversified portfolio, including private investments, built around after-tax, after-fee results.
Build a saving and cash-flow strategy
We strive to make high income translate into real wealth, not just a higher lifestyle.
Plan for the people who depend on you
Education funding, insurance, and estate basics handled before life forces the issue.
Put tax planning to work all year
Roth strategy, equity-compensation timing, direct indexing, and tax-loss harvesting, not a once-a-year scramble.
Keep it current as life moves
Proactive check-ins as your career, family, and goals evolve.
What Makes Us Different
Planning comes first. Always.
We don’t start with markets. We start with your life. The plan comes first, and the portfolio follows.
You get a team, not a single advisor
A lead advisor, an in-house planner with a CPA background and former-CFO experience, an investment team fluent in public and private markets, and a client service team that knows your name.
Sophisticated investments
Alternative and private investments are a core component of our wealth management framework. When appropriate, we utilize private strategies for eligible clients seeking income, growth, and public market diversification.
What you keep is what matters
We manage to after-tax, after-fee results. The only returns that count are the ones you actually get to spend.
What Success May Look Like for You
You finally see your whole financial life in one place with a clear roadmap for the future
Your high partner income is set to turn into real wealth outside the firm
You have optimized your cash-flow to account for variable income throughout the year
You have a clear path to fund your kids’ education and help aging parents if needed, without feeling guilty
You are confident you are using every tax-advantaged account and strategy available, and you know why each one matters
Life changes like promotions, moves, babies, and parent care trigger a plan review, not a scramble
What We Help You Avoid
Feeling disconnected or overwhelmed in your financial life
Being surprised at tax time with a large tax bill
Not having a plan for large influxes of cash throughout the year
Stopping at the 401(k) when far more tax-advantaged strategies exist at your firm
Putting off estate basics like wills and beneficiary designations
Hesitating on large purchases because you are uncertain about your financial status
Who May Benefit Most From Our Services
Our attorney clients typically have $1M or more in investable assets, real complexity, and a feeling that no one is connecting the dots. They want to stay involved in the decisions that matter and hand the day-to-day details to a team they trust. We serve clients in Tulsa and across more than 20 states, and we work with senior associates on partner track who are a strong fit. If that sounds like you, the first conversation is the easiest place to start.
You Made Partner.
Let’s Make it Last.
One conversation is enough to see what a coordinated plan could look like for your family. No cost for the initial conversation. No products to sell or obligation. Just a clear look at your full financial picture.
EverPar Advisors LLC (“EverPar”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where EverPar and its representatives are properly licensed or exempt from licensure.
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability, or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.