Wayne Zussman, MBA, CFP®, ADFA®

Senior Wealth Advisor

Bethesda, MD
Focus Areas

Investment Strategies
Retirement Planning
Coaching

Client Specialty

Executives
Professionals
Retirees

Community

Talisman Therapeutic Riding, Treasurer; Tidewater Camera Club, Advisory Committee Member; Friends of Blackwater Wildlife National Refuge, Member

Wayne is a Senior Wealth Advisor and Principal of The Colony Group.  With over twenty years of experience in personal wealth management, Wayne advises individuals, families, estates and small business owners on a range of financial, investment, and tax matters. His primary objective is to understand both the financial and personal goals of each client while developing on-going strategies appropriate to those goals and current market conditions.

Wayne has appeared on CNN’s “Your Money” and has been featured in many national and local publications including the Wall Street Journal, USA Today, The Washington Post, Reuters and Investment News.

Wayne was a Senior Wealth Advisor and Partner at Bridgewater Wealth & Financial Management prior to merging with The Colony Group. He was also the President of Triton Wealth Management, a firm he founded in 2001. Wayne has met the education and experience requirements of the CERTIFIED FINANCIAL PLANNER™ professional and also holds the Advanced Divorce Financial Analyst® (ADFA) certification.

Wayne earned his Master of Business Administration from Pace University and a Bachelor of Science in Accounting from the State University of New York. He is an active member of the Financial Planning Association (FPA) and the Institute for Divorce Financial Analysts (IDFA).

When not in the office, Wayne is active in his community coaching for Special Olympics and is a founding board member and Treasurer of Talisman Therapeutic Riding, Inc. He also enjoys spending time with his family and is an avid photographer.