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TAKE THE JOURNEY

If you define wealth the way our clients do, you see it as a tool, empowering a life well lived. Our clients don’t spend much time looking back at successes already achieved. They are too busy taking the journey to what’s next – and enjoying every moment.

Like you, we see money as an empowering tool, enabling individuals and families as they realize their dreams, and helping organizations move forward in their pursuit of worthy missions. Some of the things you can expect from us as we join you for the ride:

  • Analyzing your finances to gain clarity on where you stand
  • Formulating a plan – and seeing it through
  • Being your trusted advisor, with an independent view
  • Bringing together experts to develop solutions
  • Serving the greater community

Our Team

See how people make all the difference.

Our Awards

2018 Trailblazer IMPACT Award™ Winner

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Views From The Top
Featuring Michael Nathanson

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See all awards here.

Why Colony

Discover our unique perspective.

The Colony Group - October 30, 2018

The Colony Group Wins 2018 Trailblazer IMPACT Award™

Evolving strategy, expanding possibilities Excellence through independence has always been at the core of The Colony Group’s mission. One of the oldest independent wealth management firms to come out of the Boston area, The Colony Group was founded in...

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The Colony Group - March 26, 2018

The Colony Group Named a 2018 Best Places To Work for Financial Advisers by InvestmentNews

The Colony Group is pleased to announce that we have been recognized as a 2018 Best Places to Work...

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The Colony Group - August 13, 2018

The Colony Group Selects 2018 Her Wealth® Scholarship Winner

BETHESDA, Md., Aug. 9, 2018 — The Colony Group is proud to announce that Elizabeth “Libby” Friday is the winner of our...

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