Our team offers clients years of experience playing the game and also helping those associated with the game manage their financial lives. Using this unique perspective, we work with you to develop a financial plan tailored exclusively to your needs. From the recent draft pick to the retired veteran big leaguer, our team is there to help guide you as your life changes. Our "planning first" approach allows us to work together with you creating a financial strategy that will help you pursue your financial goals.

As an independent firm, we have the ability to pair the best ideas from our investment team with virtually any product or management company we choose. Our portfolios are built with an eye on both cost and tax efficiency, allowing you to potentially keep more of your hard-earned money. 

As stars on a global stage, athletes are subject to risks that carry the potential to destroy even the brightest careers.  Our team has a deep understanding of the resources that are available to you through Major League Baseball as well as those that exist in the insurance and legal marketplaces.  We will work with you and other members of your professional team to ensure that you understand where these risks lie and what you can do to “cover your bases”.