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Changing the Game

Private Client Services that are changing the way financial advice is delivered to athletes and entertainers.

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Our Clients

Professional Athletes, Coaches & Owners
Musicians, Songwriters & Producers
Actors, Directors, Writers & Producers

For most, it’s a game.

No matter what industry you’re a part of, you’re blessed with tremendous financial opportunities, but you also face unique and specific financial challenges.

These careers in sports & entertainment can be immensely profitable, but they can also be short-lived. You need to seize the opportunities you have in present-day, and make smart decisions that will help you manage and enjoy your wealth throughout your lifetime.

How we help

We’ll help you clarify and prioritize your financial goals. We’ll quantify where you are now, define where you want to be and when. Then, based on our knowledge and experience, make recommendations to help you get there.

Tailored to your needs

Whether you’re starting your professional career or are seasoned veteran, we believe managing wealth is about more than just investing money. Our goal is to create financial plans that build a solid foundation so you can pursue your dreams while building and preserving your legacy.

What makes us different

More than investing capital, we value building personal relationships with our players and families. We understand the focus and excitement that plays into the professional world of sports and entertainment and seek to take some of the complexity and strain off when it comes to your financial future.

You deserve a financial advisor who knows the industry and how your money flows from your work to your wallet.

We focus on the development and implementation of customized financial strategies to help you meet your short and long term goals by taking into consideration career time horizon, liquidity requirements, tax efficiency, and planning for the unpredictable.

Our team of specialists can help you succeed on your financial journey.

Insurance & Risk Management
  • Life
  • Long-term Care
  • Medicare
  • Fixed & Variable Annuities
  • Corporate Retirement
  • Pooled Employer Plan
Learn More about our Insurance Agency
Capital Management
  • Equity SMA Strategies
  • Fixed Income SMA Strategies
  • Asset Allocation Models
  • Crypto
  • Alternative Investments
Visit our Capital management Solutions
Financial Planning
  • Estate Planning
  • Family Needs Planning
  • Insurance Planning
  • Investment Management
  • Organize & Analyze
  • Retirement Planning
  • Tax Planning
Fill our out WKYUAN form
Business Solutions
  • Tax Planning
  • Exit Planning
  • Employee Retention
  • Asset & Risk Management
  • Executive Benefits
  • Retirement Plan Consulting
  • Buy-Sell Consulting
Learn More about Our Business SolutionsVisit Level Four's Planning
Advisory Services
  • Corporate Retirement Plans
  • Pooled Employer Plan
  • Plan Assessment
  • Investment Management
  • Fiduciary Support
  • Investment Review
  • Plan Enrollment
  • Financial Education
Learn More about Our Advisory ServicesVisit Level Four's Planning
Private Client Services
  • Estate Planning
  • Multi-Generation Planning
  • Advanced Planning
  • Retirement Plan Consulting
  • White Glove Services
Learn More about Our Sports & Entertainment ServicesVisit Level Four's Planning

Ready to get started?

Contact  Level Four to find out how you can begin to pursue the life you dream.

Level Four Advisory
Privacy Policy | Form ADV Part 2A | Form CRS
Check the background of your financial professional on FINRA's BrokerCheck.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities offered through Level Four Financial, LLC, a registered broker dealer and member of FINRA/SIPC. Advisory services are offered through Level Four Advisory Services, LLC, an SEC-registered investment advisor. Accounts carried by Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC. Neither Level Four Financial, LLC nor Level Four Advisory Services, LLC offer tax or legal advice. Please contact your tax or legal professional for specific information regarding your individual situation. Level Four Financial Registered Representatives associated with this site may discuss and/or transact securities business only with residents in states where they are registered. Please refer to https://brokercheck.finra.org for additional information.

Corporate Contact Information

12400 Coit Road, Suite 700 Dallas, TX 75251
Office: (866) 834-1040  |  Fax: (866) 763-9136  |  Email: [email protected]
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Level Four Financial

Legal Disclosures | Privacy Policy | Form CRS

Check the background of your Financial Professional on FINRA’s BrokerCheck. We take protecting you data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. © 2021 Level Four Financial, LLC Member FINRA/SIPC Disclosures Representative Login | Representative Email 

Level Four Capital Management
Privacy Policy | Form ADV Part 2A | Form CRS

Investment advice offered through Level Four Capital Management, LLC, an SEC registered investment advisor. The content herein is derived from sources believe to be reliable and accurate. The information contained herein is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for informational purposes only, and should not be considered as a solicitation for the purchase or sale of any security.

Level Four Advisory
Privacy Policy | Form ADV Part 2A | Form CRS
Check the background of your financial professional on FINRA's BrokerCheck.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities offered through Level Four Financial, LLC, a registered broker dealer and member of FINRA/SIPC. Advisory services are offered through Level Four Advisory Services, LLC, an SEC-registered investment advisor. Accounts carried by Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC. Neither Level Four Financial, LLC nor Level Four Advisory Services, LLC offer tax or legal advice. Please contact your tax or legal professional for specific information regarding your individual situation. Level Four Financial Registered Representatives associated with this site may discuss and/or transact securities business only with residents in states where they are registered. Please refer to https://brokercheck.finra.org for additional information.
Level Four Group, LLC is a division of CRI Capital Group, LLC, a subsidiary of CRI Advisors, LLC. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”) and its subsidiary entities provide professional services. CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.
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