Founded in 1986, The Colony Group is a national wealth management firm dedicated to helping clients and their families build meaningful lives with their wealth. The firm operates on a "client-first" principle, providing comprehensive and integrated services including financial planning, investment management, tax planning, asset allocation, and family office services. They serve high-net-worth individuals and families, corporate executives, professionals, athletes, and institutions. In 2011, The Colony Group merged with Focus Financial Partners, enhancing its resources while maintaining its operational independence.

Founded in

United States