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Joseph C

CFP®, Series 65

Baltimore, MD

Colman Knight Advisory Group, LLC

Joseph Colman is a CFP® with six years of industry experience, currently serving as a financial advisor at Colman Knight Advisory Group, LLC since 2019. Prior to joining the firm, he worked at JP Morgan for two years and spent four years at Kenyon College. Outside of advisory work, he serves as a trustee for two non-investment related family trusts, overseeing maintenance, accounting, and tenant management. Colman Knight Advisory Group is a fee-only, SEC-registered advisory firm serving individual and high-net-worth clients with financial planning, consulting, and portfolio management services. The firm employs a fundamentally oriented, global buy-and-hold investment approach with individualized policy statements and offers both project-based and comprehensive planning on fixed-fee or retainer arrangements.

Options & derivatives strategies Active portfolio management Tax-loss harvesting Concentrated stock management
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