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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 - January 9, 2019

Nina Mitchell Named One of InvestmentNews’ Women to Watch

Bethesda, MD – November 27, 2018 – InvestmentNews has recognized Nina Mitchell, Principal & Senior Wealth Advisor at The...

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The Colony Group - February 26, 2019

Ron Rubin Named to Forbes Best-In-State Wealth Advisors’ List

Ron Rubin, President, Vice Chairman, and Chief Culture Officer of The Colony Group was ranked #7 out of 99...

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