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Building Your Game Plan for Financial Success

As your athletic journey evolves, your family’s need for thoughtful, comprehensive guidance evolves with it. Our team is here to help you navigate each new stage with personalized support and practical wealth planning. Throughout the process, we provide the tools, trusted partnerships, and experienced guidance needed to help you make informed decisions with confidence. At every step, our goal is for you to feel supported, empowered, and prepared for what comes next. 

Explore how we can tailor your financial planning experience to help achieve strong, lasting outcomes.

Meet Stevie Mitchell: Former NCAA Athlete & Associate Financial Advisor

Meet Stevie Mitchell: Former NCAA Athlete & Associate Financial Advisor

As an athlete, I want to create a safe and trusted space for the people and communities I know best. Learning about finance, and especially the power of compounding, showed me that athletes who earn significant income at a young age have a real opportunity to build lasting financial freedom. 

Opportunity alone is not enough.

The right guidance is what helps turn early success into long-term stability. That’s why we do more than manage money; we help clients understand it, use it wisely, and build the habits needed to protect and grow their wealth over time.

How We Can Help

Raising the Standard

Too often, athletes have been overcharged, misled, or taken advantage of in wealth management. We want to help change that. Our goal is to raise the standard by serving our clients not just as athletes, but as business-minded individuals with the potential to build something much bigger for themselves and their families. 

Protect What You’re Building

Don’t let a steppingstone become a stumbling block. It’s not just about what you make, it’s about what you keep, protect, and grow. 

Focused Support for Athletes

We understand the time and energy demands that come with being a student-athlete or professional athlete. Keep the main thing the main thing and let us handle the work that goes into creating a thoughtful plan to protect and grow your money. 

Building Generational Wealth

We work with athletes who see their early career earnings as a starting point - an opportunity to build generational wealth and create a lasting legacy. 

What To Consider Before Accepting an NIL Deal

What To Consider Before Accepting an NIL Deal

NIL money can bring new opportunities, responsibilities and questions. Here’s how to approach them thoughtfully.

Listen to our podcast!

Join us as we invite athletes and sports-adjacent leaders to share authentic stories that educate and inspire listeners on basketball, business and building life beyond the game. Click here for most episodes.

Meet the Private Asset Management Team

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