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Who We Serve

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Professional Athletes

Managing your finances can be as demanding as excelling in your sport. With various income sources spanning from contracts to endorsements and bonuses, it’s crucial to have a financial partner who understands the unique challenges and opportunities you face. Stone Arch Advisory Group specializes in providing comprehensive services tailored for professional athletes. From developing a strategic plan to optimizing tax efficiency, we are dedicated to safeguarding and growing your wealth. We understand that your career as an athlete has a limited timeframe, and we work diligently to ensure long-term financial stability, even after you hang up your jersey.

Doing business with his brain


Running a business requires your utmost attention, leaving little time to navigate the intricacies of financial management. At Stone Arch Advisory Group, we specialize in comprehensive financial services tailored specifically for entrepreneurs like you. Our goal is to help you build a legacy and secure lasting financial prosperity. Whether it's succession planning, wealth preservation, or exploring new business ventures, our team is here to guide you through each stage of your entrepreneurial journey and ensure you can gain the confidence to conquer financial challenges while making the most of opportunities that come your way.

Confidence and success


As an executive or partner with multiple income sources, including salaries, bonuses, partnership distributions, and pensions, it’s paramount to have a financial partner who understands the unique challenges and opportunities you face. Whether you’re transitioning to new roles, planning for retirement, or exploring entrepreneurial endeavors, the team at Stone Arch Advisory Group is committed to supporting you in achieving your goals. We understand that your financial success is tied directly to the success of your organization, and we strive to provide tailored solutions that align with your unique circumstances.