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.

"Honest communications are at the heart of helping clients navigate through significant transitions toward  their ideal life."

Dawn Doebler, MBA, CPA, CFP®, CDFA®

Senior Wealth Advisor

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Dawn Doebler is a Senior Wealth Advisor and Principal at The Colony Group. Dawn has provided wealth management, financial planning and corporate finance solutions for clients for over 25 years. As an MBA, CPA, Certified Financial Planner (CFP®), and a Certified Divorce Financial Analyst (CDFA®), she understands the challenges and financial needs of clients from executives to entrepreneurs, women in transition, and single breadwinner parents.

Her experience working in large corporations including Ford, Nissan and Southern California Edison gives Dawn unique insight into the financial issues that many business owners and professionals face. She enjoys providing financial advice and solutions for successful individuals, and the sometimes challenging family dynamics that come into play when managing their wealth.

Dawn also enjoys educating and empowering women about their finances and is a sought-after speaker whose intelligent, down-to-earth message resonates with women in every stage of life. She has appeared on WTOP radio, NASDAQ Live, Yahoo Finance, WJLA/ TV 7 Let’s Talk Live and is frequently quoted in the media. As a co-founder of Her Wealth®, Dawn draws on her vast experience to inform and educate women about financial issues that are relevant to them. She also serves as an Adjunct Professor of Financial Planning for University of Maryland Global Campus.

Dawn earned her Master of Business Administration in Accounting and Corporate Finance from the University of Maryland and her Bachelor of Arts in Financial Planning and Economics from Grove City College, Pennsylvania. She obtained her Certified Public Accounting (CPA) designation in 2008.

Prior to joining The Colony Group, Dawn was a Senior Wealth Advisor & Director of Education at Bridgewater Wealth & Financial Management.