Crown Wealth Group Launches Athlete Division
January 2025 – Charlotte, NC – Crown Wealth Group, a leading independent financial advisory firm, is proud to announce the expansion of its family office structured Personal CFO solution to select athletes and their families. With a focus on generational wealth building and long-term financial security, Crown Wealth’s Athlete Division is designed to guide high-net-worth athletes through the complexities of wealth creation and management, both during and after their careers.
“Will you have the wealth to be a client when your career ends?” This powerful question lies at the heart of Crown Wealth’s approach. As one of only 274 NFLPA-approved* financial advisors nationwide, Crown Wealth stands out as the sole fully independent firm in the Carolina’s to offer these comprehensive, tailored services.
Crown Wealth Group is now accepting select NFL, MLB, PGA/LIV, NHL, NBA/WNBA, MLS and NASCAR athletes into its Athlete Division, offering an unmatched level of expertise and personal service.
A Tailored Solution for Athletes:
Under the leadership of Zac O’Brien, Managing Director of the Athlete Division, Crown Wealth is uniquely equipped to provide athletes with the full spectrum of services needed to secure their financial futures. Zac, an experienced Certified Financial Planner™ and NFLPA-approved advisor, leads a team of internal and external experts to help athletes build sustainable, long-term wealth. His approach mirrors that of a quarterback, taking charge of all financial strategies and execution.
Zac notes, “Crown’s Personal CFO solution, which is already a successful model for high-net-worth families and business owners, is the perfect fit for athletes. By aligning this service to the unique needs of athletes, we are able to offer a holistic financial approach that enhances wealth while safeguarding against potential pitfalls.”
Athlete Focused Services:
- Quarterbacking Financial Life: Leading all financial strategies, advice, and execution.
- Gatekeeping: Protecting clients from scams, fraud, and bad investments.
- Education: Empowering athletes with the knowledge to make informed decisions.
- Tax Strategy: Navigating complex tax issues, including the “jock tax”, ensuring tax domicile and strategies are optimized.
- Legal and Estate Strategy: Helping secure assets for generational wealth building/transfer.
- Efficient Wealth Building: Making the most of athletes' peak earnings during their often-shorter playing careers.
- Concierge Services: Tailored services that align with an athlete’s unique lifestyle and needs – real estate, vehicles, jewelry, vacations, etc.
Why Education Matters for Athletes:
The young age and singular focus of professional athletes on their careers often leave them vulnerable to bad financial advice. Crown Wealth places a strong emphasis on education to ensure that athletes can make informed decisions and avoid financial pitfalls.
Preparing for Life After the Game:
Athletes’ playing careers are short relative to traditional jobs, especially in high-impact sports like the NFL. This makes it essential for financial advisors to focus on life beyond the game. Crown Wealth’s goal is to not only help athletes manage their full wealth picture during their playing days, but also to prepare them for a financially secure future once their careers come to an end.
About Zac O’Brien:
Zac O’Brien brings over a decade of catering to the unique needs of high-net-worth clients, having worked for Thrivent Financial before joining Crown Wealth Group in 2020. His expertise is backed by a Finance and Accounting degree from Lenoir-Rhyne University, where he was a four-year letterman on the football team. Zac’s credentials also include Certified Financial Planner™ and Certified Divorce Financial Analyst™ designations, alongside his recent NFLPA approval. He brings a deep understanding of athlete-specific needs and challenges to the Crown Athlete Division.
About Crown Wealth Group:
Crown Wealth Group provides comprehensive financial advisory services to high and ultra-high-net-worth families, business owners, and athletes. By combining strategic insights, expert guidance, and a family-office approach, Crown helps clients achieve their financial goals while securing their legacies for generations to come.
For more information on Crown Wealth Group and its services, please visit our website.
*Source: NFLPA Advisor Portal, 2025