Our mission is to simplify your finances, so that you can put time back in your life to do what you truly love.
Building and maintaining a successful law practice, providing expert guidance to your clients, all while trying to maintain a happy and healthy personal life can be a difficult balancing act. At Peabody Wealth Advisors, our team of LPL Financial Planners understand the challenges that attorneys face and we have built a defined process to help you address those challenges.
The core principle of our process involves an initial discovery meeting where we take the time to get to know you as a person. This enables us to learn what is important to you and what you want your money to do for you. After you have defined and articulated your goals, we then recommend a personalized strategy based on these goals and have periodic reviews to ensure you are still on track towards reaching your desired outcome.
What makes us different than many financial services firms is that our entire team gets to know you as an individual and then provides you with a customized experience and financial plan. Our team members are available to speak with you to address any needs or concerns as they arise. As a client of Peabody Wealth Advisors, you will never be routed through an impersonal 800 number or call center, nor will you have to speak with a random person who knows little about you except some security questions and your account number.
Services We Offer to Attorneys :
Compensation and Benefits
Developing Strategies for Attracting and Retaining Talent Using Employee Benefit Plans Which Include: 401(k)/Profit Sharing Plans, Cash Balance Plans, Deferred Compensation Plans and Insurance Planning
Comprehensive Wealth Management
Providing Investment Management, Financial Planning, Risk Management, Education Savings and Workplace Wellness Services
Cash Flow/Budgeting Services
Facilitating Attorney Fee Deferral Strategies for Contingency Fees, Analysis of P&L Statements, Balance Sheets and Statements of Cash Flow, Financing and Practice Acquisition Opportunities
Succession, Exit and Legacy Planning
Helping Prepare You for an Exit from Your Practice by Quarterbacking or Complementing your Team of Tax, Estate and Financial Professionals. Upon the Sale of Your Practice, We Help You Manage Your Wealth So You Can Focus on Enjoying Your Retirement
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