About the Firm

Wisdom for
your
next play.

Next Play is an independent fiduciary firm serving mid- to late-career professionals and families who expect more — more integration, more clarity, and a relationship built on trust, not transactions.

01
Mission & Vision

Why we exist

Clarity.
Intention.
A plan that
fits your life.

Our Mission

To empower individuals and families to navigate life's transitions through integrated financial and tax-aware planning — delivered by trusted advisors who listen deeply, follow through consistently, and guide with wisdom.

We believe financial planning should feel personal and understandable — built around the full complexity of each client's life, including income, taxes, investments, goals, and evolving family needs. Not just numbers. The complete picture.

Our Vision

A world where every client feels confident, secure, and fully prepared for the financial realities of tomorrow — equipped with a plan, a partner, and a clear path forward. Clarity today. Confidence tomorrow.

We aim to be the firm professionals and families trust not just with their assets, but with their most consequential decisions — from building wealth to navigating retirement income that lasts.

Our Approach

Integrated planning across investments, tax strategy, and life goals.

Many firms compartmentalize. We don't. Like a great coach who sees the whole game, we bring investment management, financial planning, and proactive tax strategy into one coordinated process — so every decision reinforces the next, not contradicts it. And we're with you at every stage, not just the transactions.

02
What We Stand For

Four principles.
Every
decision.

These aren't words on a wall. They're the commitments that shape how we work, how we communicate, and how we show up for every client, every day.

01

Trust

We hear you first — your needs always lead. We follow through on every commitment. And we earn trust through consistency, not promises.

02

Openness

We meet clients at their own level of financial comfort — from those just starting to build wealth to experienced investors managing complex portfolios. No jargon. No one-size-fits-all templates. Just clear guidance that helps you feel more in control.

03

Honesty

We partner with you — but you always remain in control. We bring the expertise; you make the decisions. And when something important needs to be said, we say it — even when it's difficult.

04

Relationships

We know our clients by name, by story, and by what they're building toward. We protect your interests as fiduciaries, always. And we show up — not just for the big moments, but for the unexpected ones too.

03
Our Story
Portland, Oregon — home of Next Play Wealth

Founded in Portland.
Built for
what comes next.

Next Play was founded with a clear conviction: that the people navigating life's most consequential financial moments — mid-career professionals approaching retirement, retirees building income strategies — deserve better than generic advice, fragmented plans, and advisors who react instead of lead.

The name reflects our belief that no matter where you are — building wealth, approaching retirement, or navigating a major life transition — there is always a next play. And the right preparation makes all the difference. Your whole financial picture, working as one.

100% Fiduciary Standard
1–2 Day Response Time
3+ Client Segments Served
04
The Team

The people
behind your
plan.

A small, intentional team. We work with professionals, retirees, and families — each facing unique financial demands — and we bring the same depth of listening, expertise, and follow-through to every client relationship.

Carlos Donat Arjona, Founder, Partner and Lead Adviser
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Carlos Donat Arjona

Founder, Partner & Investment Advisor Representative

Carlos Donat founded Next Play Wealth to help people make thoughtful, confident financial decisions at every stage of life. His approach is grounded in the belief that financial planning should feel personal, understandable, and built around what matters most to each client.

With a background in financial planning, investment strategy, and tax-aware guidance, Carlos works closely with individuals and families to simplify complexity and create plans that are practical, intentional, and aligned with long-term goals. He believes great advice is about more than just numbers — it's about understanding the full picture of a client's life.

Carlos brings a unique perspective shaped by his years as a competitive collegiate tennis player at the University of Portland, where he competed for six years. That experience instilled a deep sense of discipline, preparation, and long-term thinking — principles that now guide how he helps clients approach their financial lives.

He is especially passionate about helping clients navigate major life moments — whether building wealth, planning for retirement, or preparing for what comes next. His style is thoughtful, collaborative, and rooted in trust.

Toby Martin, Partner and COO
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Toby Martin

Partner & COO

Toby Martin joined Next Play Wealth with a vision to build a more modern, thoughtful, and client-centered financial planning experience. After more than two decades in technology leadership — including recently serving as CEO of a Portland-based software company — Toby saw firsthand how better systems, better communication, and better experiences can transform the way people are served.

That perspective shapes how he approaches wealth management and client relationships today. Toby believes clients deserve more than outdated processes and transactional advice — they deserve a trusted relationship, a clear strategy, and a firm that is built around their goals.

At Next Play Wealth, Toby focuses on helping create a client experience that is responsive, efficient, and deeply personal. He is passionate about combining excellent financial guidance with modern tools and thoughtful service to help clients feel more organized, informed, and confident about their future.

His approach is rooted in trust, clarity, and continuous improvement — always with the goal of helping clients feel prepared for whatever their next chapter may be.

Tighe Burnham, Client Relationship Manager
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Tighe (Ty) Burnham

Client Relationship Manager

Tighe Burnham serves as Client Relationship Manager at Next Play Wealth, where he is focused on delivering a seamless, high-quality experience for every client interaction. He plays a key role in supporting day-to-day client needs, ensuring that requests are handled with precision, responsiveness, and care.

With a background in financial services and a strong understanding of planning and investment processes, Tighe helps bridge the gap between strategy and execution — making complex financial matters feel organized and approachable. He is committed to clear communication, follow-through, and building trust through consistency.

Tighe shares Next Play's belief that great client service is foundational to long-term success, and he takes pride in helping clients feel confident, informed, and supported as they navigate each stage of their financial journey.