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.

Jeff Donham, CFP®, CLU®

Wealth Advisor

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As a Wealth Advisor based out of the Richmond, VA office, Jeff counsels his clients in all areas of financial planning.  He utilizes a goals based planning approach emphasizing tax efficiency, cash flow management, risk mitigation, philanthropic planning, and investment management. Jeff is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Life Underwriter®.

Prior to joining The Colony Group, Jeff worked for Northwestern Mutual where he provided financial planning services for a wide array of client needs including education, insurance, tax, investment and estate planning. Prior to Northwestern Mutual, Jeff worked at LPL Financial where he delivered investment and asset allocation guidance for client portfolios.

Jeff graduated, magna cum laude, from Virginia Tech, where he earned his Bachelor of Science in Finance. Outside of the office, Jeff enjoys spending time with his wife and son, as well as spending time with friends on the golf course.