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


Top RIA Firms

2018 - 2023
Financial Times

Top 300 RIAs

2014 - 2020

Best-In-State Wealth Advisors

2018 - 2023

Business Manager's Elite

2017 - 2022
Financial Advisor

Top RIAs

2006 - 2022

Women to Watch


Hall of Fame Advisor (Michael Nathanson)

Charles Schwab & Co., Inc.

Trailblazer IMPACT Award™


Top 100 Independent Wealth Advisors

2007 - 2017

Top Financial Advisers

2016 - 2020

Best Places to Work

2018, 2021, 2022, 2023

Advisors to Watch


40 Under 40

The Hollywood Reporter

Power Business Managers

2021 - 2022

Best Company Outlook


Best Company for Career Growth


Best CEOs for Women


Happiest Employees

2022, 2023

Best Company Work-Life Balance

2022, 2023

Top Business Managers

2021 - 2022

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
Our Books
Six Newly-Certified Exit Planning Advisors Enhance The Colony Group’s Services for Business Owners

The Colony Group congratulates the following Colony Group colleagues on obtaining the Certified Exit Planning Advisor (CEPA) credential. The Colony Group’s new CEPAs are: 1. Max Haspel, CEPA®, Managing...

The Colony Group Ranked a Top 2023 RIA Firm by Financial Advisor Magazine

We are proud to announce that The Colony Group was once again recognized in FA Magazine’s 2023 RIA Ranking. This year, the firm placed #24 out of 521 firms...

Treasury Yields Rise as Investors Consider Interest Rate Outlook

How is the overall economic outlook a concern for investors? The Colony Group's Rich Steinberg, Chief Market Strategist, discusses in this CNBC article.

Curated by Colony Webinar Recording – Supporting Aging Loved Ones During Holidays

As the Holiday season approaches, The Colony Group and O’Connor Professional Group shared information on navigating this special time of year with an aging loved one. This recording provides...

Q3 2023 Colony Market Perspectives

Introduction Equity markets declined during the third quarter following a surprisingly strong first half of the year. Investors had started to warm to the idea that the Federal Reserve...

Seeking the Extraordinary Podcast Episodes

John Vogelstein: A Private Equity Pioneer
Episode 1

In this episode of Seeking the Extraordinary, hear from one of the most impactful pioneers of the private equity and investing world, John Vogelstein. John left Harvard at the...

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Your life — your work, passions, and play — is a progression influenced by time, insight, and evolving perspectives.
What drives you toward your definition of meaning and joy is deeply personal. For some, it's applying talents at work, for others, it's pursuing passions and serving others. For many, it's both.
As success builds, so does the desire to shape your wealth; to move toward your vision of a wealthy life, influenced by your perspective today.
But life changes as you move forward. The right team beside you can expand your perspective, helping you see opportunities and what's possible beyond.
Whatever comes next, the team you choose should help you look beyond the numbers and give you freedom.
Our greatest asset is our shared expertise wrapped around you, empowering you to live your best life today, while unlocking a world of new possibilities.

Our team is right beside you. Together we shape how you think about your wealth and success. Our perspectives create new possibilites.