Contact Us to schedule a Consultation. Get an experienced RIA Lawyer on your side. Understand the Process. Make a Plan. Get My RIA Lawyer behind you.
You may be thinking about leaving your current firm. You may have already taken that leap of faith and now are trying to figure out what your next steps are. Perhaps you have already have your own independent firm and are looking for additional support.
No matter what stage you are in, we understand your concerns and are designed to meet your specific needs.
Whether on the phone, video conferencing or in person, we first take the time to learn about your personal, financial and professional situation and ask questions so we know what is most important to you and why. You are more than your assets under management or your trailing 12. You are a real person with a real problem looking for a real solution. So we take the time to understand the problem from your perspective.
Once we understand your situation and your most important goals, we help you understand the legal and regulatory landscape. An educated client makes the best kind of client. Together, we then formulate a plan of action to meet your goals and resolve any problems in the way. We will help you understand the pros and cons of different strategies and how best to execute.
After you determine which course of action is best for you, you will decide whether you wish to move forward alone or with My RIA Lawyer behind you. If you choose to get our expert legal team behind you, then we immediately implement your action plan.
If you don’t feel that you received value from the consultation, we’ll provide a refund. Simple as that. If you engage our firm, the cost of the consultation will go towards contracted services.