Jim Johnston, CFP®

Wealth Advisor

Boston, MA
Focus Areas

Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Tax Planning
Estate Planning

Client Specialty

Executives
Business Owners
Physicians
Professionals

Jim is a Wealth Advisor at The Colony Group. His primary role is to support a team of counselors with all aspects of client relationships, including financial, investment, and tax planning for high net worth individuals, families, and corporate executive clients of The Colony Group.

Jim earned his Bachelors of Science in Business Administration with a concentration in Accounting from Northeastern University. In his spare time, Jim enjoys traveling, reading, hiking and water skiing.