Jaimie Sousa, CFP®, CEPA®

Senior Wealth Advisor, Family Wealth & Business Transition Planning

Concord, NH
Jamie Sousa
Focus Areas

Pre- and Post-Liquidity Planning
Business Transition Planning
Multi-Generational Planning
Philanthropic Planning

Client Specialty

Business Owner
Family Enterprise


Best of the Lakes Region, Best Financial Advisor/Planner, Silver, 2022, 2023
Lakes Region Chamber of Commerce, Community Heroes, Young Professional, 2020


Greater Lakes Region Children’s Auction

As a Senior Wealth Advisor at The Colony Group, Jaimie consults with high-net-worth individuals, business owners, and their families to provide comprehensive financial planning. With more than 15 years of experience, Jaimie enjoys building long-term relationships with her clients and their families to provide the most appropriate guidance for each situation. She excels at integrating the key aspects of planning, including long-term cash flows, retirement planning, estate planning, risk management, portfolio management, and tax considerations. Jaimie appreciates that business owners have special considerations for their retirement planning and enjoys establishing the right team of professionals to prepare for the eventual transition of their ownership interest to ensure that her clients have confidence that the transition plan will successfully fund their personal goals post-transition.

Jaimie earned her Bachelor of Science in Management from Bridgewater State University. She holds professional designations as a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor. In 2022 and 2023, Jaimie received the Best Financial Advisor/Planner, Silver Award presented by the Best of the Lakes Region Awards. She was also recognized with the Young Professional Award in the 2020 Community Heroes Awards by the Lakes Region Chamber of Commerce.

Jaimie has more than a decade of experience in nonprofit board leadership. She serves as the Immediate Past Chairperson of the Greater Lakes Region Children’s Auction, which most recently raised over $625,000 in 2022 to be distributed to more than 60 non-profit organizations committed to helping children in need in the Lakes Region. Jaimie also serves as an Incorporator for the Belknap Economic Development Council. In the past, she was an ambassador for the Lakes Region Chamber of Commerce; founding member and former President of the Lakes Region Young Professionals group, then known as Fusion; board member for the Franklin Opera House; and a volunteer with SCORE.

Outside of the office, Jaimie is an active volunteer for the Greater Lakes Region Children’s Auction. While she currently serves as Immediate Past Chairperson for the board of directors, she also enjoys leading the technology committee and volunteering at events throughout the year. Living in the Lakes Region, Jaimie enjoys exploring the lakes and mountains that make it an iconic tourist destination. She also enjoys spending time with friends exploring local restaurants and shops and taking in live music, especially at the outdoor pavilion in Gilford.


Best Financial Advisor/Planner, Silver Award criteria: Best Financial Advisor/Planner, Silver Award criteria: (2022-2023) The Best of the Lakes Region is a program of The Laconia Daily Sun that features over 170 nomination categories seeking the best places to eat, shop, play, and relax in our community. In 2022, readers nominated over 1,300 businesses, organizations, and individuals to compete for the top two spots in Best of the Lakes Region. In the end, there were more than 230,000 votes in 199 categories – a testament to how customers, fans, and friends feel about their local favorites and their pride in the Lakes Region. Jamie Sousa, a Colony Wealth Advisor, received this recognition in 2022 and 2023.

Published Insights

Jaimie Sousa Awarded 2024 Best Financial Advisor/Planner in the Lakes Region for Third Consecutive Year

For the third consecutive year, The Colony Group’s Jaimie Sousa, CFP®, CEPA®, Senior Wealth Advisor, is recognized as a 2024 Best of Lakes Region Silver Best Financial Advisor/Planner. Best...

Six Newly-Certified Exit Planning Advisors Enhance The Colony Group’s Services for Business Owners

The Colony Group congratulates the following Colony Group colleagues on obtaining the Certified Exit Planning Advisor (CEPA) credential. The Colony Group’s new CEPAs are: 1. Max Haspel, CEPA®, Managing...

Jaimie Sousa Awarded Best of The Lakes Region 2023 Winner for Best Financial Planner/Advisor

The Colony Group is excited to announce that Jaimie Sousa, CFP®, Senior Wealth Advisor, has again been recognized by The Laconia Daily Sun in the Best of Lakes Region...