A complete list of active advisors currently associated with Colton Groome Financial Advisors, LLC

Warmer can help you find a great advisor at Colton Groome Financial Advisors, LLC or one who fits your needs even better.

Colton Groome Financial Advisors, LLC provides investment advisory, financial planning and retirement plan consulting to individuals, high‑net‑worth clients, retirement plans and other institutions. The firm manages roughly $725 million in client assets across a team of ten advisors and serves both individual and plan‑sponsor clients, including education and participant support for employer plans. CGFA structures client relationships around a Financial Profile and Investment Plan, using strategic asset allocation implemented through a mix of passive and active managers, separate account managers and, when appropriate, private placements and alternative strategies. The firm maintains an investment committee, produces custom performance reports and benchmarks portfolios to industry data, and uses tools such as Monte Carlo simulations, Bloomberg and Morningstar in its analysis. Compared with many peer team firms, CGFA discloses and uses performance information — including hypothetical performance and performance results — and incorporates testimonials, endorsements and third‑party ratings in its external materials, practices that are statistically uncommon for firms of this type. The firm also operates related businesses, including an affiliated insurance agency and a retirement plan advisory subsidiary, and provides ancillary services such as third‑party class‑action claim processing for client assets.

To learn more about the advisors currently working at Colton Groome Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.