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.

"Helping clients achieve and maintain a comfortable and enjoyable life, because I was able to give them the proper planning tools, gives me a great feeling of fulfillment and joy."

Tony Williams

Family Office Manager

Back To Bios

With more than 20 years of financial planning, budgeting and portfolio management experience, Tony works closely with professional athletes and high net worth individuals, simplifying their financial lives. He is responsible for financial planning, meeting preparation, cash management, monetary transfers and client services. Tony is an important member of our Financial Management team where he assists with investment implementations, budgeting, estate planning and portfolio tracking for clients.

Tony served as the Family Office Manager for Bridgewater Wealth & Financial Management prior to merging with The Colony Group. He was also Operations Manager at MTX Wealth Management.

Tony earned his Bachelor of Science in Finance from the University of Maryland.

In his spare time, he volunteers for the Special Olympics, is an avid camper and golfer, and enjoys relaxing in nature with his wife and son.