Top advisors focused on professional athlete in the US
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're a professional athlete facing fluctuating income and a shorter career span, you need an advisor who understands these unique financial rhythms. A common mistake is treating your finances like a typical career, ignoring the need for aggressive saving and long-term planning.
- Career length insight. Confirm they plan for income that peaks early and tapers off, not steady growth.
- Endorsement and contract savvy. Ask how they manage irregular payments and tax implications from endorsements.
- Post-career transition. Look for strategies that prepare you for financial stability after sports, including alternative income sources.
- Injury risk planning. Ensure they consider insurance and savings buffers for unexpected career interruptions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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David S
CFP®, PFS™, Series 63, Series 65
St. Louis, MO
Moneta Group Investment Advisors, LLC
David Sadler specializes in advising professional athletes, understanding the unique financial challenges of fluctuating income and shorter career spans. With 23 years of experience at Moneta Group Investment Advisors, a large firm serving high-net-worth clients, he offers flat-fee financial planning and emphasizes diversified, multi-asset portfolio management, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 23 years
Avg account: $5,284,488
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Lisa D
CFP®, Series 63
Portsmouth, NH
Secure Planning, LLC
Lisa Dugan specializes in advising professional athletes, addressing their unique financial challenges such as fluctuating income and career transitions. With 28 years of experience and CFP® certification, she offers flat-fee and hourly financial planning services through Secure Planning, LLC, which employs Modern Portfolio Theory and provides insurance planning, setting her apart with a comprehensive, theory-driven investment approach and flexible fee options.
Experience: 28 years
Avg account: $353,525
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Gabriel W
Series 66
Acworth, GA
Edward Jones
Gabriel Willis is equipped to support professional athletes with retirement income strategy and wealth management, addressing the unique financial challenges of fluctuating earnings and career transitions. His background as a founder and business owner, combined with Edward Jones' large-firm resources managing over $1 trillion in assets, offers a broad range of advisory programs and investment solutions, distinguishing him from advisors with less firm support or narrower service scopes.
Experience: 1 year
Avg account: $246,728
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Jesse S
Series 65
Portland, OR
Coldstream Wealth Management
Jesse Sigrist is equipped to support professional athletes by leveraging Coldstream Wealth Management's team-based investment approach and expertise in wealth management, retirement plans, and tax-loss harvesting. His flat-fee, independent advisory model caters to high-net-worth clients, offering personalized financial planning with negotiable fees, which may appeal to athletes seeking tailored strategies for fluctuating income and post-career transitions.
Experience: 1 year
Avg account: $2,883,841
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Jontue L
Series 63, Series 65
Philadelphia, PA
Merrill
Jontue Long specializes in wealth management for professional athletes, leveraging 18 years of experience and credentials like CFP® and Certified Private Wealth Advisor®. His background includes advising on executive compensation and liquidity event planning, crucial for athletes facing fluctuating income and career transitions. Based in Philadelphia and affiliated with Merrill, a large firm, he offers a disciplined, planning-based approach with access to integrated wealth management and lending services, distinguishing him from advisors with narrower focuses or smaller firm resources.
Experience: 18 years
Avg account: $860,085
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