Welcome to the smart choice in wealth management ™
When it comes to wealth management, there’s one wealth advisory firm that stands out from the crowd. Partly because of what we do. Mostly because of who we are and how we do it. We’re The Colony Group, the smart choice for building, managing and preserving your wealth.
What we do: The Colony Group works with high net worth individuals and their families, busy corporate executives, retirees and select institutions all across the nation—delivering deep expertise that goes far beyond investment management and encompasses asset allocation, tax and estate planning, retirement planning, risk management, philanthropic planning and the full array of financial counseling services.
How we do it: We are a fiduciary, fee-only wealth advisory firm, which means we offer objective advice, not products. We believe in a solutions-oriented, team approach that includes financial planners, analysts, accountants and attorneys who are committed to integrating and implementing customized solutions for all your financial needs. By providing the highest level of personal service from some of the best minds in the business and adhering to the strictest standards of fiduciary excellence, we build trusted, long-term relationships that give our clients the necessary edge in an increasingly complex world.
The Colony Group in the News
The Colony Group Surpasses $5 Billion in Assets Under Management with the Addition of CapGroup Advisors
Colony Expands in the Mid-‐Atlantic Market and Deepens Institutional Consulting Offering
The Colony Group today announced that Virginia-‐based CapGroup Advisors has merged with the firm, bringing Colony to over $5 billion in assets under management. CapGroup adds approximately $1.2 billion in assets under management and additional expertise in the institutional consulting and private client markets, while expanding Colony’s footprint along the east coast.