We understand the work and commitment these professions demand. Our services allow our clients to focus on their craft while we work in close partnership with their trusted advisors: Agent, CPA, Attorney, Business Manager, etc.
We take the time to educate our clients on the complex issues that professional athletes and entertainers face. Our focus is on preserving capital that is structured to produce reliable income to help our clients achieve a lifetime of financial independence.
A&O Advisors partners with the best financial and lifestyle resources in the industry. We strategically align our clients with companies that will offer a full range of support services.
Even before you sign your first contract, we are here to guide you through the steps of having a successful start to your career and beyond.
Athletes become wealthy with their performance on the field, but they often times make the mistake of thinking their success will automatically translate to the wealth management game. A&O Advisors are here to expertly advise and protect your success. We know that managing your wealth and lifestyle is imperative, now and into the future. We help our clients realize their full potential and leave a lasting legacy.
We take on the role of a coach and business partner. In this role, we educate and assist you in the process of understanding the complex financial details of your career. Our goal is to empower you to make informed decisions and give you ultimate control over your financial future.
We are selective about who we serve as clients. By being selective, we are able to provide you with unmatched personal attention, guidance, and service. When you partner with us, you become part of our family.
Financial Planning and Wealth Management
Account Aggregation, Budgeting and Spending Reports
Tax Preparation and Bookkeeping
Estate Planning and Asset Protection
Family Foundations and Non-profits
Branding, Licensing and Endorsement
Concierge and Lifestyle
Real Estate and Relocation Services