Darren Wurz, CFP®
Flat-Fee Financial Planner For Law Firm Owners
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Serving Clients Nationwide
Flat-Fee Financial Planner For Law Firm Owners
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Darren Wurz, CFP®
Hi, there! I’m Darren Wurz, and I built this firm for law firm owners like you.I didn’t start in finance — I started as a teacher. I loved the structure, the creativity, and helping people learn. But I craved something more entrepreneurial. That led me to join my family’s financial planning firm.
At first, I thought I was entering a profession built to help people plan for the future and gain financial freedom. But what I found was an industry focused on selling products, gathering assets, and earning commissions. If you didn’t already have millions to invest, you were overlooked — or sold something you didn’t need.
That didn’t sit right with me.
Then I started working with a few law firm owners. They were driven, successful, and earning strong income — but behind the scenes, their finances were messy. They didn’t know how much they could draw, what they needed to retire, or how to turn income into lasting wealth.
That’s when it clicked: law firm owners don’t need a traditional financial advisor. They need a partner who understands the business side of running a firm and the personal side of building wealth.
So I built what didn’t exist: a flat-fee financial planning firm focused exclusively on law firm owners. No percentage fees. No commissions. No sales pitches. Just clear strategy, smart business planning, and real financial guidance.
If you’re a law firm owner, you deserve more than a portfolio — you deserve a financial plan that helps you build wealth, retire with confidence, and live life on your terms.
That’s what we do.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
6904 Spring Valley Drive, Suite 301, Holland, OH 43528
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule an initial conversation. Let's find out if we're the right fit to help you grow your wealth and your firm. I look forward to speaking with you.Offers Investment Management
Yes
About Lawyer Millionaire Founders Network
The Lawyer Millionaire Founders Network is an invite-only private advisory for high-net-worth law firm owners who are ready to optimize their wealth, health, and legacy.What We Do:
✔️ Personal CFO & Tax Strategy: Maximize wealth, minimize tax, and build long-term financial security
✔️ Private Investment Access: Get direct access to exclusive real estate, private equity, and alternative assets
✔️ Longevity & High-Performance Optimization: Work with elite health strategists to extend your peak years
✔️ Elite Private Network: Join an exclusive group of top-performing law firm owners
✔️ Annual Retreat & Investment Mastermind: Luxury in-person wealth-building experience
Our Mission:
You’re not just a portfolio—you’re a law firm owner with a vision.
We started The Lawyer Millionaire because the traditional financial industry just doesn’t get law firm owners. You’re not just trying to retire someday—you’re building a business, creating freedom, and making an impact.
Our mission is simple: to help entrepreneurial lawyers like you align your firm, finances, and life goals through transparent, flat fee planning and a supportive community.
We’re redefining financial planning for law firm owners with a transparent, flat-fee model—no hidden costs, just experienced business and financial strategies designed for growth.
What Makes Us Unique:
▪️ Designed for Lawyers: You don’t have to explain your firm to us. We get it—and we plan accordingly.
▪️ Flat Monthly Fee, No Commissions: No commissions. No hidden costs. Just proactive advice and real value.
▪️ Personal + Business Planning Combined: Your personal and business goals are connected—so we help you plan for both.
Investment advisory services offered through Wurz Financial Services, LLC. The Lawyer Millionaire Founders Network and Wurz Financial Services, LLC, are separate entities.
Education
Golden Gate University, Master of Science (M.S.), Financial Planning and Services (CFP Board-Registered Program) | Cedarville University, Bachelor of Arts (B.A.)
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Business Owners
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