The Case for Having A Lawyer As Your Financial Planner

The accounting industry picked up on this idea years ago when the big accounting firms set up subsidiaries offering management consulting services. Lawyers are in an ideal position to offer impartial investment advice because they are fiduciaries.

6 minute read December 01, 2022 at 12:05 AM
By
Bryce Sanders
The Case for Having A Lawyer As Your Financial Planner

The average person does not interact with their attorney on a regular basis. Years ago, I came across one possible exception when I noticed his wall phone included two buttons labelled "Lawyer" and "Lawyer at home."

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