JonPaul McBride, CFP®

Wealth Advisor

Wellesley, MA

As a Wealth Advisor at The Colony Group, JonPaul (JP) focuses on financial planning for clients from multiple generations. Before joining Colony, JP served as a Financial Planner with Adviser Investments and as a Wealth Advisor with North American Management in Boston where he collaborated with clients to help achieve and understand their financial goals. He started his career as a Trust Administrator at Cumberland Trust in Nashville, TN.

An avid history buff, JP serves as Treasurer for Revolution 250, a consortium of non-profits dedicated to celebrating the 250th anniversary of the American Revolution in Massachusetts. He also serves on the board and investment committee of the Paul Revere Memorial Association and is a member of the Colonial Society of Massachusetts. JP is also Vice-Chair of The Boston Foundation’s Professional Advisors Network. JP also serves as a member our Diversity, Equity, and Inclusion Council.

JP graduated from Yale University with a degree in History. In addition, he is a CERTIFIED FINANCIAL PLANNER™ and Equity Compensation Associate. He lives west of Boston with his wife and daughter and enjoys hiking, traveling, and cooking.

Published Insights

JonPaul (JP) McBride Has Been Named a Member of The 2023 Class of 40 Under 40 by InvestmentNews

The Colony Group is thrilled to announce that JonPaul (JP) McBride, CFP®, Wealth Advisor, has been named a member of the 2023 class of 40 Under 40 by InvestmentNews....