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Professional Athletes

Get team-based, comprehensive financial advice so that you can enjoy your wealth today and preserve it for years to come.

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As a professional athlete, you’ve worked tirelessly to achieve success.

It’s not uncommon for income to arrive in varying amounts at different points in time. You may see a large sum from a signing bonus or ongoing royalties for produced work, but these income sources can end just as quickly.

Managing Director Mark Doman is a Financial Advisor and is a registered NFLPA Player Financial Advisor, and works with his team in New York City to serve a variety of professional athletes.

Holistic advice and services tailored to meet your specific needs, including:

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Transparency is key.

Financial literacy is important. We’re committed to ensuring you understand how your money is being handled.

  • As fiduciaries, we’re legally bound to always act in your best interests.
  • Our simple fee structure is determined by the amount of assets we manage on your behalf.

We can help you:

  • Build a diversified portfolio
  • Explore investment opportunities
  • Plan for retirement
  • Rebalance your portfolio
  • Pay monthly bills
  • Coordinate multicity relocations
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All our advisors are
in-house and include:

  • CERTIFIED FINANCIAL PLANNER™ professionals
  • Certified Public Accountants
  • Traders
  • Insurance specialists
  • Attorneys

Recent Insights

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021