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Wealth That Works As Hard As You Do
You’re earning more than ever.
So why doesn’t it feel like it?
How We Help
Student Loan Clarity Session
Six figures of debt and a six-figure salary. We’ll map out exactly what makes sense for your situation: refinancing, federal protections, or aggressive payoff. A tailored strategy built around where your career is actually headed.
Partner Track Wealth Plan
Your income is growing fast. This is the comprehensive plan that makes sure your wealth is working just as hard as you are. Investments, tax strategy, student loans, and partnership all under one roof.
Partnership Transition Process
Making partner changes everything. Your taxes, your compensation structure, your equity decisions. Let’s make sure you’re asking the right questions before you sign anything.
Complimentary Download:
What Law School Didn’t Cover
Most attorneys spend years mastering the law and almost no time thinking about what to do with what they earn. This guide changes that. Enter your email and we’ll send it straight to your inbox.
How We Work
Simplicity
Financial planning doesn’t have to be complicated. We cut through the noise and focus on what actually moves the needle.
Proactivity
We don’t wait for you to bring problems to us. We’re anticipating your next financial decision before it becomes urgent. You focus on your career. We’ll stay one step ahead.
Clarity
You’re working a 60-hour week. You deserve a clear picture of where you stand and exactly what to do next. Straight answers, plain language, no confusion.
Consistency
Wealth isn’t built in moments. It’s built through small, smart decisions made consistently over time.
Alignment
Your money should work around your life. Not the other way around.
Longevity
We’re not here for a transaction. We’re here for the long game. As your career evolves, your financial plan evolves with it. When you work with us, you’re home.
We Speak Your Language
Corporate law is one of the most lucrative and financially complex career paths out there. Partnership decisions, K1 income, equity buy-ins, taxes, student loans. The financial questions attorneys face are unlike anyone else’s. That’s why we built a practice specifically around them.
The Person Behind the Plan
I’m Colby Long, an independent wealth advisor based in Nashville, Tennessee. I started this practice because I believe financial planning should fit around the life you’re building, not the other way around. When I’m not working with clients, you’ll find me with my family, staying active, and investing in the community around me.
My path to financial planning wasn’t traditional. And that’s exactly why my approach isn’t either.
Frequently Asked Questions
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We do our best work with driven, intentional professionals who want to be engaged in the planning process without it consuming their time. Our clients are building careers and families simultaneously, want their money to reflect their values, and understand that consistent long-term decisions beat trying to time the market. If you’re looking for someone to chase hot stocks or make speculative bets, we’re not your people. If you want a calm, thoughtful partner who keeps you on track, let’s talk.
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We’re fee-based, which means our primary compensation comes from a percentage of the assets we manage together. For comprehensive planning engagements we may charge a fixed planning fee as well. In cases where insurance products make sense for your situation, we earn a commission on those. We believe in full transparency around compensation and are always happy to walk you through exactly how it works before you commit to anything.
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We are virtual in nature, which allows us to work with clients well beyond Nashville. While Tennessee is home, we actively work with attorneys in major legal markets including New York, Washington DC, Chicago, Houston, and Boston. If you’re grinding at a top firm anywhere in the country, we can help.
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Hit the Let’s Talk button and schedule a complimentary 15-minute introductory call. We’ll discuss where you are, where you’re headed, and whether we’re the right partnership to get you there. No pressure. No obligation. Just a straightforward conversation.