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Toptier Wealth Management

EST. AUM
$175,731,039

CONTACTS
2

CLIENT ACCOUNTS
406

Firm Details

Metro area Tampa
CRD Number 292959
Website toptierwealthmanagement.com
Client types

Overview

TopTier Wealth Management is a comprehensive financial advisory firm founded to address perceived shortcomings in traditional wealth management practices. The firm emphasizes detailed financial planning and forward-looking investment strategies, aiming to avoid the common pitfall of relying on past top-performing investments. TopTier serves a diverse clientele, including individuals, families, and professional athletes, with a particular focus on NFL players. The firm was co-founded by NFL linebacker Jordan Hicks, along with NFL safety Chris Maragos, tight end Trey Burton, and two credentialed wealth management professionals. This unique partnership brings firsthand understanding of the financial challenges faced by professional athletes, positioning TopTier to offer tailored solutions that prioritize long-term financial success and trust.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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