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 started with one office in Boston in 1986. Today, we’ve grown to seven offices with clients all across America — many of whom have been with us for over 20 years."

Cary P. Geller, MBA, CPA/PFS, CFP®, AEP®

Managing Director & Senior Wealth Advisor

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Cary is a Managing Director, Senior Wealth Advisor, and a Principal of The Colony Group with more than 30 years of broad-based experience in comprehensive financial planning, individual tax planning, and investment management. Cary has taught as an adjunct professor in Boston University’s Financial Planning Program and was a member of the program’s board of advisors. He has also lectured before numerous corporate, professional, and educational organizations, including the Financial Executives Institute, the Attorney General’s Office of the Commonwealth of Massachusetts, the Massachusetts Society of CPAs, and Harvard Law School, speaking on financial planning, including estate planning and pre- and post-retirement planning. Before joining the firm in July 2012, Cary was a founder and the Executive Vice President of Mintz Levin Financial Advisors, which provided wealth management and investment advisory services to high-net-worth individuals and families for 14 years.

Worth magazine listed Cary as one of the “Best Financial Advisors in the Country” six times during the period from 1994 to 2008 and was named by Boston Magazine as a “Five Star Wealth Manager” seven times from 2013 to 2020.* Cary was listed as a “Top Professional Advisor in J. K. Lasser’s New Rules for Estate and Tax Planning book.” He has been regularly quoted and featured in the Boston Globe, Boston Herald, Banker and Tradesman, and Business Week and has been a guest financial planning professional on local radio and TV programs.

Cary graduated from the University of Cincinnati with a BBA, summa cum laude, in accounting and quantitative analysis, and he received his MBA from Indiana University with an emphasis in taxation. He is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER practitioner, a Personal Financial Specialist, and an Accredited Estate Planner®. Cary is a member of the American Institute of Certified Public Accountants, the Massachusetts Society of Certified Public Accountants (MSCPA), and the Boston Estate Planning Council.

In his free time, Cary spends time with his spouse and children, plays tennis, and enjoys traveling.

*See important disclosures regarding awards and recognitions.