Legal Professionals

Are you a legal professional seeking business and/or personal financial planning advice?

Our firms Managing partner, Sam Eppy joined the firm in 2009 and quickly found a unique appreciation for working with attorneys. Over the years his client base grew with a continued focus on legal professionals and their firms. All along, gaining niche knowledge in how law firms think, operate, and generate revenue. This gave Sam exceptional insight to support attorneys in all practice areas as they turned to him for financial advice for their families and their firm.

We have had the pleasure of serving attorneys in all capacities:

As well as through all life stages:

Because so many of our clients own their firm or are a partner within a large regional or National firm, we have the unique experience to guide you through the intricacies of your situation and to provide a distinctive approach to your financial management.

Whether you need comprehensive financial planning or a singular service like a 401(k), insurance product or our wealth management services, let one of our experienced advisors assist with your planning.

It is truly an honor to be the trusted advisor to some many legal professionals and firms in our community.


  • Buy-Sell Funding Evaluation
  • Executive Benefit Planning
  • Employee Benefits Programs
  • Succession/Transition Planning


  • Key Man Insurance
  • Disability Buy-Out
  • Overhead Expense Insurance
  • Buy-Sell Life Insurance
  • 401(k) Advisory Services
  • Assist in selection of: TPA, 401k platform, and enrollment process
  • 403(b) Advisory Services
  • Assist in selection of: TPA, 401k platform, and enrollment process
  • Deferred Compensation
  • Section 162 Bonus Plans
  • Selective Executive Retirement Plans (SERPs)
  • Group Benefits
  • Group Life Insurance
  • Group Short Term Disability Income Insurance
  • Group Long Term Disability Income Insurance

Contact us

Communication is the key to a good relationship

Get Started