Jeffrey T. Craig, CFP®, EA

Senior Wealth Advisor

Hingham, MA
Focus Areas

Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Tax Planning
Investment Strategies
Media Spokesperson
Author

Client Specialty

Executives
Business Owners
Retirees
Women in Transition

Recognitions

Five Star Wealth Advisor

Community

Colgate University Alumnae volunteer

Jeff is a Senior Wealth Advisor and a Principal of The Colony Group. He counsels clients in all areas of financial planning and executive benefits and specializes in tax planning and return preparation. Jeff is a CERTIFIED FINANCIAL PLANNERTM professional and an Enrolled Agent authorized to represent taxpayers before the Internal Revenue Service. He is a co-author of the book, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind.

Before joining the firm, Jeff was a Financial Advisor for American Express Financial Advisors where he worked with clients to develop financial plans. Previously, he held NASD Series 7, 63, and 66 licenses. He was named a “Five Star Wealth Manager” by Boston Magazine in 2016 and 2017.*

Jeff earned a Master of Science in Sports Management from the University of Massachusetts at Amherst and a Bachelor of Arts in Economics and Mathematics from Colgate University. He is an active member of the Colgate University Alumni Corporation. Jeff lives on the South Shore of Massachusetts with his wife and enjoys participating in triathlons, skiing, and traveling.

 

 

*See important disclosures regarding awards and recognitions.