People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

We have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience.

Jim Johnston, CFP®

Wealth Advisor

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Jim is a Wealth Advisor at The Colony Group. His primary role is to support a team of counselors with all aspects of client relationships, including financial, investment, and tax planning for high net worth individuals, families, and corporate executive clients of The Colony Group.

Jim earned his Bachelors of Science in Business Administration with a concentration in Accounting from Northeastern University. In his spare time, Jim enjoys traveling, reading, hiking and water skiing.