The Colony Group, LLC

The Colony Group was founded in 1986 with a focus on providing high net worth individuals and families with fiduciary, fee-only wealth management services of the highest caliber. Through the years, our firm has grown substantially, attracting individual, corporate and institutional clients alike. Our goal was, and still is today, to become the financial quarterback of our clients’ lives – the one advisor they trust to assess the whole picture carefully and deliver smart, customized financial advice that is comprehensive, unbiased and objective. How we’ve grown. Headquartered in Boston, The Colony Group has 4 offices and manages over $2.5 billion in client assets. In 2012, we merged with Mintz Levin Financial Advisors, another highly successful and widely respected Boston-based wealth advisory firm. It was an unprecedented move for both Colony and Mintz, bringing even greater value, capabilities and resources to our clients. The Colony Group also joined Focus Financial Partners, the leading partnership of independent, fiduciary wealth management firms. Together with our fellow partners, we share a belief in providing unconflicted, unbiased advice and remaining passionate about our commitment to transparency and objectivity.

Address: Two Atlantic Avenue, Boston, Massachusetts 02110, USA

Phone: +1 617 723 8200
FAX: +1 617 723 6338