Our Mission

To empower each member of our community to own all facets of their wealth in a comprehensive way that maximizes their financial well being, as well as the impact and legacy they will leave on their community and beyond.

Our Mission

To change the culture of how athletes use their wealth so they can enjoy a lifetime of success and build a legacy.

We are changing the game.

We are the next generation of leaders for professional athletes, founders, and venture capitalists alike.

We believe wealth is comprehensive. Money, investments, definitely. But it’s also about your social impact. Your community. Your family. Your friends. Your wellness. It’s about doing what you love and leaving a legacy. At AWM, we know wealth can’t just be measured in currency.

Our community of partners is comprised of the trailblazers, the luminaries, the elite, those at the top of their field and the best at their craft. We serve those in pursuit of elite performance on the field, in the boardroom, in their community, and everywhere in between. Those who understand the value of determination, perseverance, grit, and a hard day’s work. Those for whom passion and practice know no separation. 

You’ve worked hard to get here, and we’ll work even harder to get you to the next level. We believe that true wealth is more than just financial but includes your social, relational, financial, intellectual, and physical capital.

Your situation is unique; your solution should be, too. We get it.

CORE VALUES

INTELLECTUALLY CURIOUS

We’re always on the hunt for innovative ways to grow, adapt, and improve the ways we serve our community.

OWNERSHIP

Our team takes extreme ownership over their own job and our collective work together. We take responsibility in the success of our clients and AWM; we all act as owners.

GRITTY

We’re scrappy. We don’t quit. Exhaust the moment.

 

EMPATHETIC

Our partnerships go beyond wealth management to also include getting to know our clients relationally, looking out for their best interest, and becoming their most trusted partners in all that they do.

DRIVEN TO WIN

We win when we partner with our clients to make decisions that help them succeed over a lifetime.

IMPACTFUL

We want to provide the systems, structures, services, and ethos to help our ideal client sustain their success and leverage their wealth to maximize their impact on all areas of their life.

Erik D. Averill, CFP®, CPWA®, CKA®

Erik D. Averill, CFP®, CPWA®, CKA®

Erik Averill is the co-founder of AWM. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and a Certified Private Wealth Advisor (CPWA®). Prior to AWM, Erik was a professional baseball player. He is the co-author of “PAID: How To Maximize Your Signing Bonus, Simplify The Money Game and Secure Your Future.” and is the host the Athlete CEO podcast… See More

Joshua McAlister, CPA

Joshua McAlister, CPA

Josh is a Private Wealth Advisor for AWM. Josh prioritizes providing clients with the tools and resources to expand their influence, whether they are an athlete or business owner. As a trusted advisor in all facets of life, his goal is to expand a client’s positive influence on others and in their respective communities….See More

Brandon Averill, CFP®, CPWA®, CIPM

Brandon Averill, CFP®, CPWA®, CIPM

Brandon is the Managing Partner at Athlete Wealth Management. In 2016, Brandon was named by Investment News one the Top 40 Financial Advisers under age 40. Brandon loves the impact that he can have on the lives of the clients that he works with and supporting them in their growth whether that’s as an athlete or in building a company. Before AWM, he was a professional athlete by way of UCLA… See More

Justin Dyer, CFP®, CFA®

Justin Dyer, CFP®, CFA®

Justin is the Chief Investment Officer of AWM and is a Chartered Financial Analyst (CFA®). In addition, Justin is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional. Justin is the Chairperson of our investment committee and his primary responsibility is investment research and performance analysis for client portfolios.

Robert McConchie, CPA/PFS, CKA®

Robert McConchie, CPA/PFS, CKA®

Robert D. McConchie is a Partner at Athlete Wealth Management. He has over 15 years of experience as a tax and personal financial specialist. He is a specialist in multi-state taxation and taxation of high net worth individuals and businesses. He was a 2018 recipient of the AICPA ‘Standing Ovation’ award, which recognizes young CPA’s under the age of 40 … See More

Travis Chick, CFP®

Travis Chick, CFP®

Travis is a Senior Private Wealth Advisor for AWM. Following his career as a Major League Baseball Pitcher, Travis has dedicated his life to helping fellow professional athletes navigate the complexities of money on a path to financial success. His background as an MLB player uniquely qualifies him as a trusted advisor…. See More