Colony-1504

“To us, the key to success is collaboration–within the firm, with our clients, and with other professionals. That way, our clients get some of the best minds and smartest advice in the industry.”

Elisabeth Talbot
Managing Director

Our roots.

The Colony Group was founded in 1986 with a focus on providing high net worth individuals and families with fiduciary, fee-only wealth management services of the highest caliber.

Through the years, our firm has grown substantially, attracting individual, corporate and institutional clients alike. Our goal was, and still is today, to become the financial quarterback of our clients’ lives – the one advisor they trust to assess the whole picture carefully and deliver smart, customized financial advice that is comprehensive, unbiased and objective.

How we’ve grown.

The Colony Group, headquartered in Boston and with offices across the country, is a leading multibillion-dollar wealth management firm.

In 2012, we merged with Mintz Levin Financial Advisors, another highly successful and widely respected Boston-based wealth advisory firm. It was an unprecedented move for both Colony and Mintz, bringing even greater value, capabilities and resources to our clients.

Our team was further strengthened and geographically diversified when Prosper Advisors merged with us in 2013.  Prosper shared our approach to professional excellence and outstanding client service, and it also offered Colony a well-established presence in the New York metro area.

The Colony Group also joined Focus Financial Partners, the leading partnership of independent, fiduciary wealth management firms. Together with our fellow partners, we share a belief in providing unconflicted, unbiased advice and remaining passionate about our commitment to transparency and objectivity.

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The thinking behind our growth.

At The Colony Group, we strongly believe that collaboration is key—with our counselors, our partners and other experts in the financial services field. By working collaboratively, we deepen our bench strength, have access to greater resources and research and broaden our connections with some of the best and brightest minds in the wealth advisory field, including alliances with our Focus partners.

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 We’re your financial quarterback.

Unlike traditional investment firms, where clients have to coordinate their own wealth management strategy, The Colony Group strives to become your personal financial quarterback, proactively managing the complexity of your entire financial life while delivering simple solutions to you.

We start by surrounding you with a carefully handpicked team of Colony Group professionals — including Certified Financial Planners (CFP®), Certified Public Accountants (CPA), Attorneys and Chartered Financial Analysts (CFA®).

Working closely together, they offer exceptional expertise on a range of topics, from investment, retirement, insurance and estate planning to sophisticated tax issues. Our insights and in-depth experience enable us to identify thoughtful, innovative strategies that address your unique needs.

Your team members are more than advisors. They’re your personal counselors — with each having access to every Colony Group resource — and they communicate extensively with one another and with you. They can integrate investment, wealth management and other financial services to create a holistic solution that leverages our expertise and knowledge in every area of financial management. Through this team approach, we develop a customized solution for you, based on an in-depth understanding of your individual needs.

Why this approach is better for you.

With The Colony Group, you’ll have access to decades of collective financial experience and wisdom with an outstanding level of personal service and dedication.

You can also count on unconflicted, unbiased advice. We take our fiduciary responsibilities very seriously and work on a fee-only basis. So you can be confident that our only interest is your best interest.

Our enhanced open architecture and access to a broad array of investment vehicles enable your team to develop in-house investment strategies that make extensive options available to you. If we need to go outside the firm to ensure that you get what we believe is the best, most customized plan for you, we have strategic relationships with partners who can help.

Our goal is to build a trusted, long-term relationship that serves all of your financial needs now and in the years to come.