Jeremy K. Kuhlen, CFP®, CRPS®, AIF®

Senior Wealth Advisor

Richmond, VA
Focus Areas

Business Transition Planning
Tax Planning
Multi-Generational Planning
Philanthropic Planning

Client Specialty

Business Owners
Women in Transition


Forbes Best-In-State Wealth Advisors, VA, 2019, 2023; Five Star Wealth Manager



Jeremy is a Senior Wealth Advisor and a Principal at The Colony Group. His team provides a goal-focused and planning-driven approach to help clients align their lives with their wealth. He is a CERTIFIED FINANCIAL PLANNER practitioner, a Chartered Retirement Plans Specialist, and an Accredited Investment Fiduciary® that spends his time counseling clients’ on tax-efficient diversification strategies, philanthropic planning, cash flow management, retirement planning, risk management and tax planning.

Jeremy brought his expertise to The Colony Group from CapGroup Advisors in 2015. Previously, he was a Founder and Managing Partner at Mentor Wealth Management. Prior to founding Mentor, he served as a Regional Manager for Wealthcare Capital Management’s Institutional Division where he consulted to many of the industry’s most experienced and successful financial advisors, broker dealers, and RIA firms in the areas of practice management, client experience, and goals-based financial planning.

Jeremy is a member of the Estate Planning Council of Richmond, a past President of the Central Virginia Chapter of the Financial Planning Association, and former Chair of the FPA Forum in Richmond. He earned a degree in Business Administration from James Madison University and received his Certificate in Financial Planning from Boston University. In his spare time, Jeremy enjoys time on the golf course, skiing, and mountain biking.

Published Insights

Colony Group Wealth Advisors Selected for Forbes’ 2023 Best-In-State Wealth Advisors List

We are excited to announce that four of our wealth advisors are recognized on the 2023 Forbes Best-in-State Wealth Advisors list, developed by SHOOK Research. The advisors acknowledged from...

Peaking at the Right Time to Maximize a Sale

As appeared in Wealth Management. The Colony Group’s Jeremy Kuhlen wrote “Peaking at the Right Time to Maximize a Sale” about what can businesses do to stand out from...

You check your stock portfolio dozens of times a day. Is that a problem?

“For some people, it’s a hobby. They like to keep score. It’s how they spend their time, following companies and seeing how they’re doing on a daily basis. It’s not emotional for them, so it’s not a problem,” says Jeremy Kuhlen to MarketWatch.