Our team is right beside you. Together we shape how you think about your wealth and success. Our perspectives create new possibilites.
Managing beyond money.
Discover the power of a relationship designed to create more possibilities for your life.
Our perspectives create new possibilities.
So much more is possible for your wealth when new perspectives are brought into view. When harnessed with our team’s depth and breadth of expertise, you can experience a new kind of relationship. The Colony Group provides consolidated expertise across wealth and business management, tax planning, family and legacy planning, business succession planning, institutional management and consulting, and more. Every day we look to create new possibilities for you.
Whatever your goals are we have you covered.
Explore how we can help you.
Preparing to transition your business can become intimidating. With our experienced team, it becomes easier.
Business owners know what it takes to build something from the ground up. You have grown your business into a larger, successful operation. You’ve balanced hustle and determination, professional ambition, and family values. Now you’re taking your next step.
The journey of an executive is often filled with complexities for their wealth.
Your talent and experience have built your reputation as someone who drives for success in your business. Your poise and prowess have helped you navigate the demands of your career whether in a private firm, venture start-up or publicly traded company. That entrepreneurial spirit is the catalyst for building your wealth.
Are you effectively managing the demands of your life today with the lifestyle you want in retirement?
Many professionals have a similar approach to planning – maximize their ability to earn and invest to live the life they want today while saving enough for their retirement. Do you have an objective vision of how you will fund your lifestyle now and when retirement comes?
Your talent and determination led to big contracts. You’re becoming a business. Are you managing your money like a business would?
The world’s greatest entertainers and athletes face a common reality: they come into fame and fortune, sometimes prepared but many times not. At each stage of your career, things are changing. Will you know how to be smart with your finances? Will you keep more of what you earn in contracts or on tours? Will you be ready for new opportunities or to retire someday?
Clarity, trust, experience: catalysts to achieving your mission.
Endowments, institutions, and non-profit organizations must trust the team helping them to sustain their mission. Trust is earned, not simply given. Does your advising team bring clarity around strategic planning and creative, transparent execution to your investment strategy?
Families with significant wealth face complexities that transcend their generation.
Engaging all generations is imperative to sustaining family wealth, aligning future generations around shared values and living a life of purpose and meaning.
New Edition, New Heights
An even better path for executives and entrepreneurs
Our second edition of Personal Financial Planning for Executives and Entrepreneurs has even more to offer. Not only does it follow a couple’s struggles with their own financial decisions, but it contains explanations and guidance needed for positive outcomes, and this time with even more topics covered.
There’s no single person with the expertise powerful enough to meet all of your financial needs.
You need a team of individuals with specialized expertise that is focused on you and your goals.
Achievements earned by our talented team
Barron's
Top RIA Firms
Financial Times
Top 300 RIAs
Forbes
Best-In-State Wealth Advisors
Variety
Business Manager's Elite
Financial Advisor
Top RIAs
InvestmentNews
Women to Watch
Barron's
Hall of Fame Advisor (Michael Nathanson)
Charles Schwab & Co., Inc.
Trailblazer IMPACT Award™
Barron's
Top 100 Independent Wealth Advisors
Washingtonian
Top Financial Advisers
InvestmentNews
Best Places to Work
The Hollywood Reporter
Power Business Managers
Comparably
Best Company for Career Growth
Comparably
Best CEOs for Women
Comparably
Happiest Employees
Comparably
Best Company Work-Life Balance
Billboard
Top Business Managers
ThinkAdvisor LUMINARIES
Executive Leadership
See important disclosures about our awards.
Expertise straight from our team
Sharing our experiences, insights and latest thoughts
Good advice is worth sharing, so we put ours in writing
Topical Viewpoints
The Colony Group Named in WealthManagement.com’s RIA Edge 100 List
February 13, 2023
The Colony Group is proud to announce that they have been named one of WealthManagement.com’s RIA Edge 100. The methodology and weighting were intended to give a clear picture...
Investment & Market Analysis
Q4 2022 Colony Market Perspectives
January 13, 2023
2022 was a challenging year for investors, as both equities and bonds posted losses. Most stock markets across the world experienced a bear market during the year. Despite less...
Investment & Market Analysis
2023 Q1 Market Outlook Webinar Recording
February 3, 2023
Last year it seemed that investment markets were aligned against investors. As the Fed raised rates at a record-setting pace in modern history, equities posted their worst returns since...
Her Wealth
Breaking Down the Barriers Between Women and Financial Success
March 1, 2023
The Colony Group is excited to feature Her Wealth, which focuses on engaging, educating, and serving women on financial topics. The goal of Her Wealth is to establish a...
Topical Viewpoints
The Colony Group Named a 2023 Best Place to Work for Financial Advisers by InvestmentNews
March 7, 2023
The Colony Group is pleased to announce that we have been recognized as one of the 2023 Best Places to Work for Financial Advisers by InvestmentNews. The firms on...
Seeking the Extraordinary Podcast Episodes
Nan Vlad: Flute to Finance
The Colony Group’s Nan Vlad, Senior Wealth Advisor and Principal, shares her journey from a life in the performing arts to financial services. Tune in to a special episode sponsored by...
David Baum: Walking Storybook
Anna Palmer and Jake Sherman: The Punch In Punchbowl
He Has D.C. Covered: Mike Allen
Martin Luther King III: The Dream Is Alive
Upcoming Events
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