Founded 1986, The Colony Group team acts as our clients’ personal advocate along their personal and professional journeys, empowering them to live a life filled with meaning. We are a solutions-oriented financial advisory firm with a team of experienced professionals, including financial planners, analysts, portfolio managers, accountants, and attorneys, who are equipped to address all of our clients’ financial needs, from asset allocation and investment management to tax, estate, and retirement planning, charitable giving, risk management, and more. I am a Certified Financial Planner™ (CFP) practitioner, Chartered Financial Analyst (CFA), Accredited Asset Management Specialist (AAMS), an