One Team Through It All
For 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives. As a financial advisor to athletes, we help coordinate every piece: financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Because your finances work better when they work together.
How Mercer Advisors Helps Pro Athletes
Success means having a team that works as hard as you do. At Mercer Advisors, we pair you with a financial advisor for athletes to help you take control of your earnings, simplify your finances and build a game plan for your future.
As a former NFL player, I know that athletes train to win. I help them apply that same mindset to their financial lives. We work strategically, deliberately, and with long-term success in mind.
Specialized Services for Professional Athletes
- Wealth Protection and Risk Management to help safeguard assets from career uncertainty
- Institutional-Caliber Investment Strategy to build long-term financial security beyond peak earnings
- Multi-State Tax Optimization to minimize liabilities across contracts and endorsements
- Luxury Asset Management to strategize for real estate, aviation, and high-value purchases
- Philanthropy and Legacy Planning to structure charitable giving and generational wealth
- Post-Career Transition Planning to help ensure financial stability after retirement
- Privacy and Liability Protection to shield assets from external scrutiny, pressure and exposure
- Family Wealth and Estate Planning to help secure financial stability for future generations
Tax preparation and tax filing are a separate fee from our investment management and planning services. All estate planning documentation preparation and other legal advice is provided through select third parties unaffiliated to Mercer Advisors, depending on the complexity of the estate, additional fees may apply.
A Family Office for Your Family
We’ve adapted the sophisticated, time-tested strategies used by ultra-high-net-worth individuals to help more families take control of their financial future.
A unified in-house team
of planners, investors, accountants, and estate strategists that designs — and executes — your financial plan.
A hand-picked advisor
who is focused on serving you, not on finding new clients.
An institutional-grade portfolio
personalized to you and managed by a team of 100+ investment professionals, not just one advisor.
A boutique fiduciary with national strength
that combines intimate service and sophisticated capability, and only acts in your best interest.
Mercer Advisors offers the strength of a large national firm with the personal touch you expect from a local office.
TRUST WE HAVE EARNED
Read Reviews from our Clients
Helping families like yours for over 40 years and counting.
Frequently Asked Questions
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The sooner you start planning for retirement, the more control you can have over your financial future. Early preparation can allow for structured wealth accumulation, minimizes tax burdens, and helps protect assets from career uncertainties. With proactive planning strategies, you can work to secure long-term stability, maintain your lifestyle, and confidently transition to life beyond professional sports.
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Tax planning for professional athletes is uniquely complex, especially when managing income across multiple states, endorsement deals, and fluctuating pay structures. Without proper strategy, taxation liabilities can erode earnings faster than anticipated. Athletes often benefit from business entity structuring, trusts, and charitable foundations—all tools that help enhance tax efficiency and align financial obligations with long-term goals. Our advisors collaborate closely with CPAs, agents, and legal teams to help ensure comprehensive protection and compliance.
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We believe in simple, transparent fees. As a fee-based fiduciary, we can remain focused on doing what’s best for you, not commissions.
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For professional athletes, career changes can happen unexpectedly — whether due to injury, trades, or retirement. Without a solid financial strategy, these transitions can disrupt income streams and put long-term wealth at risk.
At Mercer Advisors, we implement risk management tools and diversified investment strategies to help athletes safeguard their financial future. Our approach includes:
- Liquidity Planning – Ensuring access to funds for immediate needs while maintaining long-term investment growth.
- Diversified Investment Portfolios – Balancing risk and stability across asset classes to help protect against market volatility and career uncertainty.
- Income Replacement Strategies – Structuring investments to generate passive income, helping to ensure financial security beyond active playing years.
- Asset Protection – Using trusts, insurance, and legal structures to shield wealth from unexpected disruptions.
- Tax-Efficient Planning – Adjusting financial strategies to accommodate changes in residency, contract structures, and endorsement income.
By proactively managing investments with flexibility and security in mind, athletes can navigate career shifts with confidence, knowing their financial foundation remains strong regardless of unforeseen changes.
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Absolutely. With intentional wealth planning, you can provide for your family while working to ensure financial security beyond your playing career. Trusts, estate strategies, and diversified investments help preserve assets, minimize risks, and create generational wealth—allowing you to support loved ones now while building a lasting financial legacy for the long run.
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At Mercer Advisors, the phrase “unified team” refers to our integrated group of professionals — financial planners, investment managers, tax advisors, estate strategists, insurance specialists, and other professionals — who collaborate to design and execute your comprehensive financial plan. This unified approach helps ensure all aspects of your financial life are working together.
