Focus Areas
Business Transition Planning
Tax Planning
Multi-Generational Planning
Philanthropic Planning
Client Specialty
Executives
Business Owners
Retirees
Women in Transition
Recognitions
Forbes Best-In-State Wealth Advisors, VA, 2019, 2023; Five Star Wealth Manager
Community
CancerLINC
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.
Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Advisors awarded: nine Wealth Advisors for 2015; nineteen Wealth Advisors for 2016; twenty-two Wealth Advisors for 2017; and twenty-two Wealth Advisors for 2018, 2019, and twenty Wealth Advisors in 2020.
Forbes Best-In-State Wealth Advisors criteria (2018, 2020, 2021, 2022, 2023): Based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data, including years of experience, revenue trends, AUM, compliance records, client retention, best practices, and approach to working with clients. The following advisors received this recognition: Liz Talbot (2023), Richard Steinberg (2019-2021), Ron Rubin (2018, 2020), Craig Jones (2019-2022), Jeremy Kuhlen (2019-2020), and Max Haspel (2020-2023). Ron Rubin’s 2018 recognition was based on information submitted by Bridgewater Wealth & Financial Management prior to its merger into The Colony Group on January 1, 2018. Best-in-State Next-Generation: Chris Johnson (2023).