For Attorneys

No wealth management firm can be all things to all people. B|O|S specializes in helping attorneys like you achieve their financial goals with peace of mind. We have built an attorney-focused practice by understanding the unique challenges and opportunities facing law partners.

We understand your business and your planning needs.

For over 30 years, Bay Area lawyers have turned to B|O|S for sophisticated financial planning and investment advice. Co-founded in 1985 by a former practicing attorney, the firm has gained expertise in working with successful attorneys at many of the top Bay Area law firms.

We serve as fiduciaries, just like you.

We sell no proprietary products and have no conflicts of interest. Rather than focusing on selling products in order to generate commissions, the founders strongly aligned the interests of the firm with their clients by charging a percent of assets fee. To this day, that fee is our only source of compensation for our services. We both know how invaluable that is to serving clients appropriately.

At B|O|S, our single objective is to be on the same side of the bench as you are. As your fiduciary, we look to understand your complete financial picture and work in your best interests to seek positive results.

No gimmicks.

As an attorney, you have your own set of challenges and opportunities as you chart your financial future from associate to partner and from the partnership to retirement. At B|O|S, we try to plan realistically for both and develop a roadmap to help you navigate the stages of your life. We focus on providing straightforward, jargon-free advice that is well explained so that you are well informed.

We get things done.

We recognize that your career is demanding and your time limited. Once we develop a plan, we follow through to ensure that things get done. We hold ourselves accountable to moving the ball forward, providing timely and thoughtful advice. Ultimately, it’s our job to help you achieve your financial goals.

Talk to us:

Learn more about special programs we have for attorneys by contacting B|O|S Principal, Aaron Waxman, CPA, CFP®.

The Lawyer’s Financial Life Cycle:
Planning and Enjoying Every Life Stage

Reflects our understanding of the important financial and planning issues you face as an attorney at different points in your career. We match that awareness with an analytical and disciplined approach to help you grow and guard your assets.

Download our PDF to read more

We welcome the opportunity to discuss your unique situation and see if we're the right fit for you.

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