The Colony Group

The Colony Group is a nationally recognized independent wealth advisory and business management firm based in the United States, founded in 1986. It serves a diverse clientele, including corporate clients, high net worth individuals, charitable organizations, and other institutions. The firm specializes in providing a range of services, such as investment advisory, wealth management, tax planning, family and legacy planning, business succession, and institutional management. By leveraging its expertise, The Colony Group aims to empower its clients and provide peace of mind as they navigate an increasingly complex financial landscape. With offices nationwide, the firm is dedicated to helping families, executives, business owners, and entrepreneurs achieve their financial goals and secure their futures.