Ron Rubin, CPA

President, Vice-Chair

Bethesda, MD
Focus Areas

Business Management for Athletes
Business Management for Non-Profits & Companies
Media Spokesperson
Inspirational Leader
Coaching

Client Specialty

Executives
Business Owners
Entertainers
Athletes
Family Enterprise

Recognitions

Forbes Best-in-State Wealth Advisors, VA, 2019; Washingtonian’s Best Financial Advisers, 2018-2020

Community

Montgomery Hospice Investment Committee (Served 6 years as Chair)

Ron Rubin is the President and serves as the Vice Chairman & Chief Culture Officer of The Colony Group. For over 30 years, Ron has endeavored to expand his innovative wealth management and tax advisory services to meet the diverse and changing needs of his clients—from initially providing high-end tax and financial planning services to including a more expansive wealth management offering with investment management, family office services and financial management for businesses and non-profit organizations.

Ron founded Bridgewater Wealth & Financial Management, a boutique wealth management firm based in Bethesda, MD in 1996, where he built a culture of inclusion and opportunity that was recognized as a Best Place to Work in Washington, D.C. Over the years, Ron attracted other dedicated financial professionals with a similar philosophy of providing clients with exceptional expertise and service. To continue this rich tradition, he and his Bridgewater Wealth partners merged with The Colony Group at the beginning of 2018.

As the firm’s Chief Cultural Officer, Ron draws on his training as a Certified Conscious Leadership Coach to cultivate an open, inclusive and trusting work environment through conscious team building. He is personally committed to the enrichment of the professional and personal lives of everyone at The Colony Group, and through them, to our clients.

Ron is a graduate of the University of Maryland. He is a founding board member, treasurer and CFO of The Boomer Esiason Foundation. Ron is on the board of Montgomery Hospice and serves as Chair of their Investment Committee. He is also a member of the board of trustees for Kol Shalom.

When he’s not working, Ron enjoys being with his family, music, golf, meditation and yoga.

*See important disclosures regarding awards and recognitions.

Published Insights

Your Very Own Rock Band

Some of the most popular video games of all time allow “players” to insert themselves virtually into a legendary rock band, assume the role of a band member, and experience what it’s like to play some of the greatest music of the last 50 years.  It’s quite a thrill...

What They’re Not Telling You About Qualified Opportunity Funds

One of today’s hottest tax topics is the relatively new concept of “qualified opportunity zones,” created by the Tax Cuts and Jobs Act (TCJA) at the end of 2017. Many are feverishly broadcasting the potential tax benefits of investing in “qualified opportunity funds,” and, indeed, these new provisions are...

Can I expect more than financial advice from my financial advisor?

Thirty years ago, the term financial advice commonly referred to a limited subset of services, with an emphasis on investment management. Over the interim years, more advisors expanded to retirement-planning services. And, more recently, demand grew for a more holistic approach to financial advice. What should clients expect from...

Mindful Culture: Create It or It Creates You

Culture is an overused buzzword these days! Learn how we intentionally created an open and supportive...

Ron Rubin Talks Retirement Planning on WJLA’s Good Morning Washington

Ron Rubin, CEO of Bridgewater Wealth, sat down with WJLA's Veronica Johnson to talk about retirement dos and...

Reset Your Retirement Reality – What To Do Now That You Are 50

Retirement is not that far away! 50-and-60 somethings still have time to reset their retirement reality. Here's...