Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Companies & Non-ProfitsYour Family Office
Business Management
Business Owners
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Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
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Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
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Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
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Entertainers
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Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
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Business Management
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Athletes
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Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
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Career Phase Strategies & Business Management
Companies & Non-Profits
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Companies & Non-ProfitsYour Family Office
Business Management
Business Owners
-
Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
-
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
-
Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
-
Entertainers
-
Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
-
Business Management
-
Athletes
-
Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
-
Career Phase Strategies & Business Management
Companies & Non-Profits
Focus Areas
Pre- and Post-Liquidity Planning
Tax Planning
Investment Strategies
Multi-Generational Planning
Client Specialty
Executives
Business Owners
Attorneys
Professionals
Recognitions
Five Star Wealth Manager (2016, 2017, 2018, & 2020)
Community
Private school endowment, Investment Committee; Youth basketball, lacrosse, and soccer coach
Patrick is a Senior Wealth Advisor and a Principal of The Colony Group, having brought his expertise in comprehensive financial planning to The Colony Group from Mintz Levin Financial Advisors in 2012. Patrick is a CERTIFIED FINANCIAL PLANNER™ practitioner with extensive experience in counseling high net worth individuals in all areas of financial planning, including cash flow management, investment allocation and management, retirement planning, insurance, and tax planning.
Patrick has lectured on personal finance before corporate and educational organizations, including Harvard University and Boston University School of Law. His prior experience includes mutual fund accounting and custody for domestic equity, international equity, and fixed income funds. He was named a “Five Star Wealth Manager” by Boston Magazine from 2016 – 2020.*
Patrick graduated, magna cum laude, from Susquehanna University, where he earned his BA in Economics and Philosophy. He has also received his Certificate in Financial Planning from Boston University. When not in the office, Patrick enjoys spending time with his wife and three sons, as well as hiking, playing guitar, and the occasional round of golf.
*See important disclosures regarding awards and recognitions.
Published Insights
In The News
The Hidden Expense Of Working At Home
June 24, 2020
What are the hidden costs of working from home? Patrick Donnelly, CFP® uncovers these expenses and how to decrease their impact on your wallet.
In The News
A second stimulus check may be coming: Here’s the No. 1 thing experts suggest you do while you wait
June 4, 2020
Think about saving differently suggests Patrick S. Donnelly, CFP® in his CNBC Grow interview. He shares 3 practical tips for fostering a lifelong savings habit.
Wealth Management
Law Firm Partners Face The Perfect Storm As They Consider Retirement
August 23, 2016
As appeared in Financial Advisors Magazine As the world has grown more complex, so too have the opportunities, challenges and conditions that comprise the environment in which we live...
Wealth Management
Have You Considered the Upcoming Social Security Deadline?
March 28, 2016
Social Security claiming strategies are centered around the decision of whether to claim benefits as early as age 62, at your full retirement age (typically age 66 to 67),...