Trusted partners in your lifelong journey.

We are more than money managers. Our teams can proactively address your financial needs while helping you orchestrate business and other deals, build plans for your successors, and guide you as you create a life your wealth allows you to live.

The Colony Group is a talented, innovative and expansive team specializing in many disciplines, ready to address any need you have.

Certifications & Designations

The Colony Team maintains dedication to the highest standards

From CFP®, CFA and CPA to MBA, JD, LLM and PhD, our team is recognized through industry-leading designations.

Meet the many perspectives of your team

Filtering team members

No Results Found for that Name

Perhaps the name you entered is misspelled? Try a different name or peruse through our team based on their Office location or Category.

No Results Found

Don’t worry, we have you covered. We have plenty of qualified team members across the breadth of our company to help you with your needs.