Collegiate Financial Group’s Private Client Group Services are designed to serve senior-level higher education professionals, including university administrators, professors, faculty, coaches, and athletics administrators. For more than 20 years, we have worked nationally across higher education and college athletics, helping individuals manage the financial complexities that come with leadership roles, demanding schedules, and careers that often span multiple institutions. Our Private Client Group provides comprehensive and coordinated collegiate-based financial planning and advice focused on clarity, organization, and long-term confidence. 

A central component of our approach is managing both current and previous university retirement plans. Many higher education and collegiate athletics professionals accumulate multiple retirement accounts through companies like TIAA and other university sponsored programs. We help clients understand their options, manage existing plans, and consolidate accounts when appropriate into a coordinated long-term strategy. In addition to retirement plan management, we provide individual investment management, deferred compensation planning, employment contract structuring support, estate and charitable planning, life, disability, and long-term care planning as well as income tax planning. 

We act as the Financial General Contractor for our clients, coordinating their full financial team so each area of their plan works together. This includes collaboration with CPAs, tax and estate attorneys, contract attorneys, agents, retirement plan providers, HR and benefits teams, lenders, bankers, insurance professionals, and wealth managers. By assuming this role, we minimize the time clients spend managing their financial details while maximizing alignment, efficiency, and peace of mind. Our responsibility is to keep our client and every professional informed, aligned, and working toward the same objectives. 

Clients also benefit from a secure technology platform that provides a daily updated financial snapshot integrating bank accounts, retirement plans, and investment accounts in one place. This platform allows clients to track assets, liabilities, and goals daily, securely store important documents such as wills, trusts, and insurance policies, and share access with family members or professional partners. By centralizing information and coordination, our Private Client Group Services ensure each client’s financial foundation remains strong, organized, and continuously improving as careers and priorities evolve.