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.

"What is most important is to always place our client’s interests first, our firm’s best interest next, and our own individual interest last. The details then fall into their proper place. "

Steve Schuler

Managing Director & Senior Wealth Advisor

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Steve is a Managing Director, Senior Wealth Advisor, and a Principal of The Colony Group.  Steve works with a select group of high-net-worth clients and advises several generations in many of the families he serves. As a member of Colony’s Investment Committee,  Steve is an integral contributor to the firm’s research efforts and the selection of external managers, proprietary strategy investments, and asset allocation models for client portfolios. He  manages the company’s proprietary Quality Growth Stock (QGS) strategy and is also a member of Colony’s Investment Management team.

Steve served as the Chief Investment Officer and a Principal at Bridgewater Wealth & Financial Management prior its merger into The Colony Group in early 2018. He was also President, Partner and head of the Investment Committee at Maryland Capital Management, and prior to Maryland Capital a Director and Principal at Deutsche Bank Alex. Brown.

Steve earned his Bachelor of Arts in Political Science from Hobart College in Geneva, New York. He is also a graduate of the Securities Industry Institute at the Wharton School of the University of Pennsylvania.

Steve has a keen interest supporting efforts to preserve and restore the environmental integrity of our natural habitat and resources. He is a board member and head of the finance committee of the National Park Trust, a Rockville, MD based non-profit that manages youth and land programs to preserve and better utilize our nation’s National and State Parks. He is also a member of the finance committee for the Old St. Paul’s Episcopal Church in Baltimore.