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.

Teddy Smith, CFP®

Associate Wealth Advisor

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Teddy is an Associate Wealth Advisor at The Colony Group. He supports a team of wealth advisors with all aspects of client relationships, including financial planning, investments, and tax planning for high net worth individuals and corporate executives.

Prior to joining The Colony Group, he worked at Eaton Vance where he provided support to regional sales representatives.

Teddy holds the CERTIFIED FINANCIAL PLANNER™ designation. He earned a Bachelor of Science in Finance from the University of New Hampshire. In his spare time, he enjoys traveling, skiing, playing golf, and spending time with friends and family.