Lauren Ledger, MBA, CFP®

Senior Wealth Advisor

Boston, MA (Broad Street)

As a Senior Wealth Advisor at The Colony Group, Lauren Ledger provides comprehensive financial planning and investment management to a diverse group of new and long-term clients. She takes pride in having a deep understanding of her clients’ goals and supporting them with high level service and thoughtful strategies appropriate for their individual and often- complex, financial situation.

Lauren served as a Senior Financial Advisor at Cooper Lapman Financial before the company merged with The Colony Group in early 2023. Lauren began her career as a Relationship Manager at Independence Investments, LLC in 2001.

Lauren earned a Master of Business Administration in Finance from Boston University, graduating with high honors, and a Bachelor of Arts in Political Science from Washington University in St. Louis. She is a member of the Beta Gamma Sigma International Business honor society. Lauren is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Lauren has worked with various non-profits in the US and China. She co-founded and later served as Board President for Arlington EATS, a 501c3 organization working to eliminate food insecurity; she was awarded a Massachusetts Unsung Heroine Award for her work in the community. In her free time, Lauren enjoys traveling, and spending time with her two sons and her husband Dan.

Published Insights

Curated by Colony: Financial Literacy Media Recommendations

In honor of Financial Literacy Month, we wanted to share the top financial resources recommended by some of our advisors at The Colony Group. This curated collection offers something...

Financial Advice for Newlyweds From 4 Top Money Pros

What is your best financial advice for newlyweds? The Colony Group's Lauren Ledger, Senior Wealth Advisor, shares in this Barron's article.

Curated by Colony Presents: The Art of Aging Gracefully – Webinar Recording

Curated by Colony and O’Connor Professional Group, discuss nurturing your mind and body so you can embrace the aging journey. We explore a holistic approach to aging well and...

Financial Life Cycles: Getting Married/Co-Habitation

In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® and Senior Wealth Advisor, Lauren Ledger discuss the topic of co-habitation and the importance of understanding and protecting...

Curated by Colony Webinar Recording – Supporting Aging Loved Ones During Holidays

As the Holiday season approaches, The Colony Group and O’Connor Professional Group shared information on navigating this special time of year with an aging loved one. This recording provides...