Wealth Management Services for Attorneys to Take You From Successful Practice to Rewarding Retirement

glasses sitting on business plans

After dedicating years of hard work to your legal practice, you deserve a smooth exit. Yet, planning such a transition requires time, a luxury not always available.

Over 40 Years of Wealth Management for Attorney’s Expertise

At BGM, we’ve curated a team dedicated to meticulous financial services for law firms. This ensures you can gracefully step off the legal career treadmill and embark on a richer chapter of your life. We’ll help you address your immediate concerns while always keeping an eye on your future.

We’re here to:

  • Clear the clutter by overseeing the financial aspects of your transition, ensuring you have a definitive exit date and strategy
  • Streamline your finances, illuminating your choices and spotlighting uncovered opportunities
  • Protect your wealth and family through comprehensive risk analysis and guidance
  • Ensure you enjoy peace of mind, with two dedicated advisors attending all meetings and ensuring follow-through on every action step
  • Coordinate with your other advisors and professionals so you don’t have to
  • Reposition your portfolio by optimizing 401(k) and other retirement investments
  • Reduce taxes and leverage the savings to fulfill your other financial goals


For 40 years, we’ve guided attorneys through their retirement, ushering them into a fulfilling new chapter of life. Through astute financial, investment, and tax planning, we aim to reclaim your time, enabling you to live life on your terms.

With nearly $500 million in assets under our management, our seasoned team of accounting and advisory professionals provides a comprehensive suite of services. We handle both the overarching financial landscape and the intricate details of career transition, allowing you to center your attention on what truly matters to you.

The BGM Benefit

At BGM, we believe in going beyond the traditional role of accountant, wealth manager or tax advisor. You’ll be assigned a dedicated team and can expect to experience a hands-on approach from your financial professionals. Plus, you’ll receive timely and proactive advice and solutions. It’s this high level of personalized service that keeps our accounting and advisory firm leading the way.

Connect With a Personal Advisor

We offer a complimentary initial consultation to discuss your needs. Reach out to learn more or schedule a meeting to get started.

“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.