With origins going back more than 35 years, The Colony Group is a nationally recognized independent wealth advisory and business management firm with offices nationwide. We are driven by one overarching principle—to bring meaning and joy to the lives of our clients and each other. We do this by continually investing in our expansive and innovative services—delivering them through our talented and experienced people in a way that is customized, personal, and meaningful for our clients. Click here to learn more about our history and revolution through evolution.
Knowledge is a powerful tool. That’s why we get to know you—what’s important to you, what concerns you, and why. The deep bonds we share develop over time with each conversation and question answered. With that foundation, we find solutions and take action on your behalf, creating opportunities for your wealth. We believe our approach appeals to those who value partnership and open communication and collaboration as much as they value performance.
We approach every client relationship the same way. We listen more and talk less - we seek to understand what's most important to you and collaborate with the key advisors on our team that will create a plan designed with the goal to make your possibilities a reality. Managing wealth isn't just about managing a portfolio. It's about knowing what you care about most and matching that with the experience of a team that can get you there, that can be a catalyst to fulfillment.
Now, more than ever, our investment in leading technology supports how we serve our clients. From virtual meetings, automated account processes, cybersecurity systems and tools, and advanced investment and financial planning software, to our Colony 360 platform that gives you access to your investment and financial plan information and timely reports and updates on your overall progress toward your goals—our technology is designed to make it easier for you to know where you stand.
Our desire to fulfill our mission and vision drives us to continually innovate to meet our clients’ needs as they evolve over time. That’s why our services encompass traditional wealth management solutions as well as services such as business management, divorce and dispute resolution, and sustainable investing solutions.
As we grow, we add deeper talent, innovative ideas, and develop new capabilities, making us a stronger and more sustainable firm for our clients and our team.
The Colony Group was founded.
2019 featured mergers with Aurora Financial Advisors, Steinberg Global Asset Management, Kathryn Collings Transition, Harvest Capital Management and Glass Malek.
2021 featured mergers with New Providence Asset Management, Legacy Wealth, Harrison, McCarthy & Co., and Capital Advisors.
2022 featured a merger with Derby & Company
2023 featured a merger with Cooper Lapman Financial
Our culture is inclusive—we celebrate our diversity and remain committed to creating even more opportunities for women, people of color, and those with diverse backgrounds, beliefs and experiences. Our practice of Conscious Leadership and mindfulness is the way that we foster constructive communication, understanding and appreciation for each other.