Stephen R. Stelljes, JD, CFP®

Senior Wealth Advisor, President of Client Services

Hingham, MA

As the President of Client Services and a Principal of The Colony Group, Steve oversees the firm’s financial counseling and investment advisory teams, working together to design and deliver the solutions that will best position clients to achieve their goals as they navigate their personal financial journey. Steve continues to lead many of the firm’s long-standing client relationships, seeking to deliver an exceptional client experience along the way. With a deep understanding of the complicated needs of busy corporate executives and the solutions they require, Steve works with companies to design financial counseling programs for c-suite corporate executives and their employees.

He is a co-author of the book, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind

Prior to joining The Colony Group in 1998, Steve provided financial counseling and tax services for high net worth individuals with The Ayco Company, L.P. and the international accounting firm of Deloitte & Touche, LLP. Steve is admitted to practice law in the State of New York and holds the CERTIFIED FINANCIAL PLANNER designation. He is a member of the Boston Estate Planning Council.

He earned his Juris Doctor with distinction from Albany Law School and a Bachelor of Science in Business Administration/Finance from the State University of New York with honors.

Published Insights

Post-Liquidity Events: Planning For Optimized Results

As appeared in Private Wealth It is, of course, most appropriate that financial advisors seek to prepare their clients in advance of a major liquidity event such as the sale of a business, a public offering, or a similar event. An experienced, knowledgeable, and creative advisor can figuratively perform...

Specializing On Specialists: Financial Planning For Lawyers

As appeared in Financial Advisor Magazine Planning for a person’s financial future without accounting for their individual profession is like planning to perform surgery without first taking the patient’s medical history. Well, maybe that’s a bit dramatic, as the dangers of failure are probably greater for the surgeon and...