Trip Millikin, CFP

Senior Wealth Advisor

Wellesley, MA
Focus Areas

Pre- and Post-Liquidity Planning
Tax Planning
Investment Strategies
Multi-Generational Planning
Estate Planning

Asset Allocation
Portfolio Management
Sustainable Investments

Client Specialty

Retirees

Community

Westport Land Conservation Trust, President; Town of Westport, MA Agricultural Open Space Council, Chair

Trip is a Senior Wealth Advisor with The Colony Group.  He has over 35 years of experience in estate and trust planning, investment management, and risk management. Trip enjoys working closely with his clients and helping them and their children achieve their financial goals.

Prior to merging with The Colony Group in early 2019, Trip served as a Principal and Relationship Manager at Aurora Financial Advisors where he managed client portfolios and specialized in working with clients to establish annual budgets and forecast future cash flows to help pre-retirees plan for retirement. Previously, Trip was responsible for financial planning and client relationship management at Granite Investment Advisors (formerly Boston Private Value Investors), and was in trust and estate planning as a Private Banker for Bank of Boston.

Trip earned a Bachelor of Science in Marketing from Babson College and holds the CERTIFIED FINANCIAL PLANNER™ designation.

Trip loves to support his community. He is the president of the Westport Land Conservation Trust in Westport, MA, where he lives with his wife and their three flat-coated retrievers. He also Chairman of the Town of Westport Agricultural/Open Space Preservation Trust Council. Trip is a Senior Wealth Advisor by day and a farmer by night and weekends.