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.

"I help clients plan for their future and retirement. My goal is to help them sleep better at night."

Sean C. Erickson, CFP®

Wealth Advisor

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Sean C. Erickson, CFP® is a Wealth Advisor at The Colony Group where he works closely with clients to ensure portfolio allocations match their objectives and customizes financial plans to meet their short- and long-term goals.

Sean served as the Relationship Manager and Financial Planning Specialist and Principal at Steinberg Global Asset Management prior to their merger with The Colony Group in 2019. He began his career in Chicago at Accenture and later moved on to become a Performance Analyst at investment consulting firms in Chicago and Los Angeles.

He earned his Bachelor of Business Administration in Finance from University of Notre Dame, and holds the CERTIFIED FINANCIAL PLANNER™ designation and the Series 65 license.

Outside of the office, Sean is a member of the Greater Boca Raton Estate Planning Council. He currently lives in Delray Beach and enjoys spending time with his wife and three children.