Top financial advisors working with professional athletes
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, your financial situation can change rapidly with contract negotiations, endorsements, and career transitions. Without an advisor who understands the unique timing and tax implications of these events, you risk mismanaging income spikes or missing key opportunities.
- Contract cycle insight. Look for advisors who plan around your contract length and renewal periods, not just annual income.
- Tax strategy for fluctuating income. Ask how they handle tax planning when your earnings vary widely year to year.
- Post-career planning. Confirm they help model income and expenses beyond your playing years, including potential second careers or business ventures.
- Endorsement and bonus handling. Ensure they have experience managing irregular income streams common in professional sports.
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's 23 years of experience and CFP® and PFS™ credentials equip him to address the complex financial needs of professional athletes, including managing fluctuating income and planning for career transitions. Based in St. Louis, he operates within Moneta Group Investment Advisors, a large firm serving high-net-worth clients with a flat-fee structure and a diversified, multi-asset investment approach, distinguishing him from advisors with smaller practices or different fee models.
Experience: 24 years
Avg account: $5,284,488
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Lisa D
CFP®, Series 63
Portsmouth, NH
Secure Planning, LLC
Lisa Dugan specializes in serving professional athletes, addressing their unique financial needs such as fluctuating income and contract cycles. With 28 years of experience and CFP® certification, she offers flat-fee and hourly financial planning through Secure Planning, LLC, which employs Modern Portfolio Theory and efficient market strategies, distinguishing her with a comprehensive, independent approach in Portsmouth, NH.
Experience: 28 years
Avg account: $353,525
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Gabriel W
Series 66
Acworth, GA
Edward Jones
Gabriel Willis is equipped to assist professional athletes with retirement income strategy and wealth management, addressing the unique financial challenges of fluctuating earnings and career transitions. Operating within Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive advisory program with fees up to 1.35% annually, combining his business ownership experience and a Series 66 designation to support athletes' long-term financial goals.
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 with his expertise in wealth management, tax-loss harvesting, and retirement plans tailored for business owners, addressing the unique financial fluctuations athletes face. Operating from Portland, OR, he offers flat-fee, negotiable financial planning services through Coldstream Wealth Management, an employee-owned firm known for a team-based investment approach, which may provide a collaborative advantage compared to solo practitioners.
Experience: 2 years
Avg account: $2,883,841
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Jontue L
Series 65, Series 63
Philadelphia, PA
Merrill
Jontue Long is well-equipped to support professional athletes in the US by leveraging his 18 years of experience and expertise in wealth management, retirement income strategy, and liquidity event planning. His background includes advising athletes and executives, with a focus on executive compensation and family wealth management, supported by Merrill's large-firm resources and a 1.10% AUM fee for managed strategies under $2 million.
Experience: 19 years
Avg account: $860,085
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