We are here to help you win at what matters most . . . your future.

As a professional athlete you are no stranger to hard work. Each day you train so that when your moment arrives, you are prepared. We know the challenges you face and realize that you may only have once chance to get it right. You are expected to perform at the highest level while the world critiques your every move. Your success has brought you the trappings of fame and fortune but also the many new “friends” who seem to materialize as soon as your name is in lights. More importantly—though it may not seem that way now— you have to plan for life after sports. Your loved ones are counting on you. With so many distractions, “advisors” and “friends”, who can you trust?

We are the advisors for professional athletes who want to make their wealth matter, in the present and in the long run. We know how hard you work for your success and how difficult it is to avoid becoming a “statistic”—broke or bankrupt not long after the applause ends. We are dedicated to making sure that this is not the true of our clients.


We understand. Our clients have performed at the highest levels and accomplished the following:

Multiple Pro Bowlers
MLB All Star
Defensive Rookie of the Year
Offensive Rookie of the Year
Super Bowl Champions
Multiple 1st Round Picks

25+ Franchise Records
34+ NFL Records
ESPY Award Winner
Multiple NFL & MLB All-Rookie Team Selections
Multiple Rookie of the Month
Consensus All-American
Multiple National Champions

Frequently Asked Questions

  • Why do many athletes go B.R.O.K.E.?

    Athletes go B.R.O.K.E. because of:
    B – Bad Business Deals
    R – Risky Relationships
    O – Off-Based Trust
    K – King Size Living
    E – Elementary Education

    For a more in depth analysis of each of these items, contact us and we will send you a copy of our book Winning the Wealth Game.

  • Is it important to hire a firm that specializes in working with athletes? Can’t I just work with any advisor?

    Question: If you needed a surgery that would determine whether or not you could play again, who would you choose to perform it? A specialist trained to address your specific problem or a general practitioner?

    Professional athletes face very specific challenges that are different than challenges faced by non-athletes. As a result, it is critical that they work with financial advisors who are not only familiar with the problems but, more importantly, have experience implementing effective solutions. Your future is too important to entrust to someone who is not trained to address your challenges.

  • How do I choose a financial advisor?

    Here are 5 tips to choosing a financial advisor:
    1) Choose an independent advisor.
    2) Check out their background on
    3) Check out their credentials
    4) Review where they went to college and whether or not they have advanced degrees.
    5) Pay attention to what they talk about most.

    For a more in depth analysis of each of these items, contact us and we will send you a copy of our book Winning the Wealth Game.

What Does Your Wealth Signify?

Make It Matter