PLAY
FOCUSED

PLAN
SMART

WHO IS CORE WEALTH BASEBALL

With a focus on serving athletes through personalized wealth-management and lifestyle guidance, we take a holistic approach that combines financial planning, investment strategy, career transition planning, and personal lifestyle support—delivered with a client-first mindset, clear purpose, and lifelong commitment.

WHAT WE DO

→ Financial Planning

Playing days come to an end. Long-term planning is essential.

We specialize in the unique timing, earnings curve, and volatility of a baseball career - designing strategies so your money supports you long after you leave the game.

→ Trust + Estate Planning

Players often build wealth quickly, and without proper structure it can create tax, legacy, or family challenges. We design estate and trust strategies that protect your assets, minimize taxes, and help ensure your wealth is passed on exactly as intended.

→ Wealth Management

Navigating taxes, cash flow, and lifestyle decisions is essential for lasting financial security. From preserving signing bonuses to crafting investment strategies and preparing for life beyond the field, we provide a sophisticated, sustainable wealth plan tailored to your unique goals.

→ Family Office

Not every player needs a full family office, but many grow into it as life gets more complex. We provide customized support, from bill pay and payroll to major purchases and insurance coordination, acting as your personal operations team so you can stay focused on baseball.

→ Asset Protection

The more you earn, the more you need to protect. We help safeguard your wealth from lawsuits, and unexpected setbacks through smart insurance planning, proper asset titling, and ongoing risk reviews — protecting you and your family at every stage.

WHO WE DO IT FOR

With 26 years of experience, we’ve served as the financial advisory firm for more than 120 professional athletes across three major sports leagues.

120+

PLAYERS
ADVISED

36

FIRST ROUND DRAFT PICKS

20

MLB ALL-STAR PLAYERS

03

CY YOUNG AWARD WINNERS

325

MLB SERVICE YEARS

01

HALL OF FAME INDUCTEE

FINANCIAL PLANNING CYCLE

  • NIL opportunities give players early income, but taxes and cash flow management are crucial. Planning how long funds should last and establishing smart financial habits sets the foundation for everything that follows.

  • Signing bonuses are often a player’s first opportunity at earning “life-changing money.” Protecting it is critical, as taxes, state residency, and team assignments impact what you keep. Proper structure and discipline here set the stage for long-term success.

  • Limited income and major life milestones—like marriage, children, and buying a first home—make this stage challenging. Focus is on disciplined cash flow and strategies that support living expenses without jeopardizing long-term stability.

  • With a major league career underway, asset accumulation accelerates, especially once arbitration-eligible. Continued cash-flow discipline, investing, and wealth building beome priorities.

  • Free agency brings wealth-building opportunities and complex decisions, including contracts, lifestyle upgrades, relocations, and real estate purchases. The emphasis shifts to long-term wealth, tax efficiency, and legacy planning.

  • Life after baseball varies. Some pursue second careers; others achieve full financial independence. We help players navigate this transition with clarity, structure, and confidence to ensure career wealth continues to support life after baseball.

TAX PLANNING, COMPLIANCE + ASSET PROTECTION

→ Tax Compliance

Managing taxes as a professional baseball player is uniquely complicated. You’re responsible for filing federal, state, and local returns — and in some cases, even international ones — based on where you play, travel, or train. Because players owe tax in nearly every state (and certain cities or local jurisdictions) using “duty days,” it’s easy for small details to turn into expensive mistakes. 

Our team handles all of it for you. 

We review your residency, endorsements, appearance income, team assignments, and travel schedule in an effort to ensure every return is accurate, optimized, and fully compliant. You get proactive guidance and the confidence that nothing is overlooked. 

→ Tax Planning

Wealth isn’t created by what you earn—it’s created by what you keep. That’s why tax planning is essential from the pre-draft NIL years all the way through life after baseball. At draft time, factors like state residency, team assignment, and how your signing bonus is allocated between tax years can dramatically affect your net amount. During your Major League years, the states you play in—and the state tax environments that follow you—continue to impact your take-home income. When free agency arrives, understanding tax differences becomes even more critical: a contract from one team may need to be significantly higher to match the after-tax value of an offer from another team. 

On the wealth management side, tax efficiency and smart asset allocation can meaningfully improve long-term returns. Coordinating your tax strategy with your investment strategy leads to better outcomes both during your playing career and long after it. It’s the combination—not one or the other—that ultimately contributes to building lasting wealth.

→ Asset Protection

You’ve worked hard to build your wealth — protecting it is just as important. For public figures, that protection becomes even more critical. We help ensure your assets are structured the right way, from proper titling to the strategic use of trusts when appropriate, all supported by the right insurance coverage. 

Our team conducts regular reviews so your protection plan keeps up with your life, your career, and your growing financial footprint. It’s a proactive approach designed to safeguard what you’ve earned, on and off the field.

TRUST + LEGACY PLANNING

With a career as unique as yours, it’s essential to build a legacy that extends well beyond your time on the field. Trust and legacy planning allows you to structure your wealth with intention—protecting it from unnecessary risk, guiding how it’s used, and preserving it for the people and causes that matter most. Whether it’s supporting family, preparing for future generations, or shaping the long-term impact of your success, this planning helps to align your wealth with your values and desires. It’s the difference between having money and creating a legacy. 

WHY CORE IS DIFFERENT

→ Experience

Over 25 years serving professional baseball players. We know the game — and the financial realities that come with it.

→ Technical Expertise

CPAs, CFPs, analysts, and family office staff who specialize in the unique tax, planning, and cash-flow needs of professional players.

→ Service Model

A fully in-house, athlete-specific model. Your tax, planning, investments, asset protection, estate work, and family office support all operate together — not outsourced.

One phone call is all that is ever needed.

→ Relationships

Whether your career lasts one year or fifteen, our commitment is to you, not your contract.

WANT TO LEARN MORE.

To explore how we may assist you, please contact the CORE Wealth Baseball team →

Andrew Foss
863-944-6709
afoss@corewealth.com