Wealth Management is a Team Sport: We've got you Covered
Great coaches call great plays, but it takes a team to execute and win. At EP Wealth, professional athletes like you are supported by a Wealth Management Team that is led by your Advisor. Your team will look at the entire field and bring all pieces of your financial picture into view – with each member of the team playing a specific role to deliver for you. Every decision, from tax and investing to spending, real estate, compensation, estate planning, and the timing of any action can have a large impact. Your team, led by your Advisor, works seamlessly together to deliver the best outcome.

Name, Image, Likeness (NIL) Wealth Management Services for Athletes
As a fiduciary, EP Wealth works with college athletes earning NIL income to manage every part of their financial lives, from contracts and tax filings to investment planning and risk management—putting their best interests first. NIL deals can create real opportunities, but they also bring complex decisions. We build custom financial plans around your goals, coordinate with your team, and help you make informed decisions that support both your career and your future.
Core NIL Financial Services
NIL Financial Planning & Cash Flow Management
NIL income arrives quickly and often unpredictably. We help you build a financial plan that brings structure to your cash flow: how money comes in, how it’s spent, and how much is set aside. Our guidance includes planning for taxes, establishing consistent savings habits, and building the financial literacy needed to make informed decisions. Our goal is to help you use your current income in ways that support both your immediate needs and long-term goals.
NIL Tax Planning
NIL income is taxable and often more complex than athletes expect. Our advisors help you think ahead, manage your obligations, and look for tax-efficient ways to handle your income. That includes guidance on how different types of NIL income are taxed, how to prepare for multi-state filings, and when estimated payments may be required. We also coordinate with tax professionals to support accurate filings and reduce the risk of penalties or missed obligations.
NIL Contract Review
We review the financial terms of your NIL contracts so you know exactly what you're signing. That includes payment structure, deliverables, and potential risks. We work directly with your agent and attorney when needed to help protect your interests and flag issues before they become problems.
Compliance With NIL Rules
The NIL landscape is constantly evolving. Each state, school, and athletic organization has its own rules. We help you stay compliant by organizing your deals, tracking disclosures, and advising on what is required to maintain eligibility.
Entity Formation & Risk Management
Earning income from NIL deals may require setting up an LLC, trust, or other legal structure. We help evaluate the right approach based on how you’re earning and what you need to protect. That includes guidance around liability exposure, insurance needs, and asset protection.
As fiduciaries, we evaluate LLCs, trusts, and other entities solely based on what serves your goals, not what benefits a third party.
What Can Go Wrong Without the Right Professional Support
Athletes without the right financial support team can run into problems quickly. These may include unexpected tax bills, overcommitted spending, noncompliant contracts, or deals that create more liability than they’re worth. Issues like these can disrupt your career and limit future opportunities. Our team helps manage those risks by giving you the structure, strategy, and coordination that NIL income demands.
Our fiduciary commitment means you get professional advice—with a focus on protecting your future at every step.
Snapshot: NIL Financial Planning Tools
We use tools built specifically for NIL athletes to help manage income, deals, and obligations:
- NIL Income Checklist: Tracks payments, deliverables, and compliance steps
- 50/20/30 Budget Framework: Helps you divide income into needs, savings, and spending
- LLC and Trust Formation Guidance: Supports income management and liability planning
- Coordinated Professional Network: Access to trusted tax, legal, insurance, and branding partners
A Team Dedicated To Your Financial Goals
Wealth Team Dedicated to Each Client
Transparency and Guidance
We provide transparency and guidance to help you plan for your future so you can focus on your athletic career now while creating generational wealth for you and your family.
At EP Wealth Advisors, you have access to our full suite of services:
Broader Wealth Management Support
NIL income is often just the starting point. As your finances grow, so do the decisions that come with them.
Investment Management for Long-Term Growth
We build investment strategies that align with your risk tolerance, income timeline, and personal goals. Whether you want to grow wealth between seasons or plan for life after sports, our investment team helps create a strategy with clear purpose.
Insurance and Protection Strategies
NIL deals can open new risks, from personal liability to health or career disruptions. We help you evaluate those risks and connect you with professionals who provide appropriate coverage based on your situation.
Legacy, Estate, and Generational Planning
We work with athletes who want to plan beyond their playing years, whether that’s supporting family, managing future giving, or preparing for long-term generational wealth transfer. Our team helps build the structures and strategies needed to organize those plans clearly and effectively.

EP Wealth Co-Founder, Brian Parker
Talk to Your Financial Advisor
We are looking forward to hearing from you about your goals.
DISCLOSURES
- The need for a financial advisor or financial planner and/or the type of services required are specific to the uniqueness of each individual’s circumstances. The referenced material identified herein is limited in nature and specific to what is offered by EPWA. There is no guarantee or warrantee that the services offered by EPWA will satisfy your financial services requirements. Services offered by other advisors may be more suitable to your specific needs.
- There is no guarantee that all the services detailed herein will be offered to a client. The services EPWA offers clients is dependent on the requirements of each client. In many instances, clients or prospective clients may not have a need for all or some of the services detailed.
- Request an appointment with an EP Wealth Advisor when you have a minimum of $500,000 in investable assets – which includes qualified retirement plans (IRA, Roth IRA, 401(k), taxable brokerage, cash (savings / checking) and CDs. Investable assets do not include your home, vehicles, or collectibles.
- Hiring a qualified advisor and/or financial planner does not guarantee investment success, and does not ensure that a client or prospective client will experience a higher level of performance or results. No guaranty or warranty is made that any direct or implied results or projections being represented here will be met or sustained.
- The need for a financial advisor or financial planner and/or the type of services required are specific to the uniqueness of each individual’s circumstances. There is no guarantee or warrantee that the services offered by EP Wealth Advisors, LLC will satisfy your specific financial services requirements. Services offered by other advisors may align more to your specific needs.
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