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Helping athletes navigate their financial lives through their careers and beyond

SERVING Retired, Professional, Collegiate, Semi-Pro, and High School Athletes


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Why Athletes Choose Us.

It's Who We Are

We believe that wisdom from lived experience can help shape futures like no other. And there aren't that many people who can say that they know what it is like to be an athlete at the highest level. 

The mental and physical toughness to push through pain and adversity. The long travel days away from your families. The contract negotiations with organizations, brands, and other stakeholders. The fears of losing it all in an instant. It's real. Do you have someone in your corner who knows what it's like in your shoes?

Meet Brandon Wilson. He spent 7 years in the NFL with the Cincinnati Bengals and Indiannapolis Colts. Now, he's teaming up with WFA to bring athletes the opportunity to work with a fully-vetted team of Advisors who have been on both sides of the game.

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Why Serving Athletes Is Important To Us


It starts with a solid plan

It starts with a solid plan

Your financial plan needs to be as sound as the plays drawn up on game day. Your goals, dreams, and targets are unique to you, and we want to work WITH you, not just for you, to help you identify and achieve those ends. Our approach is to help you live your best life today, tomorrow, and many years into the future by helping you obtain the financial freedom you want.
 
Your career as an athlete can be short-lived and negatively affected by injury, fatigue, and overuse. One of the greatest risks we see working with athletes is the longevity of their careers. It is why financial planning for athletes is so vital.

Your WFA Financial Playbook

We’ve created a unique experience designed for Athletes.

We always start with listening. We are all motivated, but what sets us apart is purpose. Your financial game plan is no different. It needs to be rooted in your mission and your values so success is measure not just by dollars in the bank, but living your life intentionally.

We analyze your various sources of income from your salary, bonuses, sponsorships, investments and other assets to paint a picture and uncover possible additional income opportunities.

We believe budgets are freeing not restricting. We will help you build a budget that finely balances today and tomorrow. 

We have your back. One of the most important roles we play is to help you avoid bad deals.  We strive to pick where to invest and where to pass in-line with your financial plan, budget and your values.

We act as your GM; a central point of contact collaborating with all of the other professionals on your team. 

We are award-winning financial advisors*. Table stakes for us is to deliver a comprehensive plan, customized investment portfolios, risk assessment, retirement planning, tax planning, estate planning, banking services and insurance (life, disability, long-term care). 

*Click here for more information on awards

  


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Set Up a
Time to Talk

2

Discuss Your
Dreams and Goals

3

Create a Path
for Your Future