FINANCIAL ADVISORS
FOR ATHLETES & ENTREPRENEURS
“Am I Good?”
It's the question every athlete asks when their contract ends.
It's what every entrepreneur wonders when their business sells.
Most never get a clear answer.
The Moment Money Quiz Gives you answers in under 2 minutes. Get a score that tells you exactly where you stand and where you're exposed.
No cost. No obligation. Results delivered immediately.
We are specialists in athletes and entrepreneurs.
Our athletes range from top draft picks to league all-stars. They want a team that's willing to speak the truth and make their money to last long after their playing career ends.
Our entrepreneurs range from owners at the inflection point to people planning for a life changing exit. They want a team that understands what winning looks like when you've bet on yourself.
We are specialists in working with professional athletes and entrepreneurs.
Just like a pediatrician wouldn’t perform elbow surgery, that specialty is our strength.
We limit the number of new clients. This allows us to provide a service we would proudly use ourselves.
We work as a team to service our clients. We’ve proudly assembled a team of “A” players. This ensures our clients receive world-class tax, estate, insurance, and investment strategies.
We focus on educating first, then executing. We’ve been in your shoes, sat on the client side of the table, and serve as your guide to making great financial decisions.
Our clients are nearly all athletes or entrepreneurs.
This ranges from entrepreneurs earning $1,000,000 in personal income to entrepreneurs exiting for $100,000,000+.
This ranges from athletes receiving their first million dollar signing bonus to ones signing for $100,000,000+ as a free agent.
We have served them all. As such the planning, strategies, and solutions we specialize in at Moment are meant for a high net worth and ultra high net worth families.
First, let us share who shouldn’t hire our team.
If you’re looking for an advisor who will pitch the latest shiny investments or be a “yes man,” you’re in the wrong place.
We are here to serve. The advice we provide is what we implement in our own financial lives.
If you are an athlete or entrepreneur interested in lowering your tax bill, investing for the long run, and finding a trusted team to walk alongside you, we might be a good fit.