A complete list of active advisors currently associated with The Wealth Group Austin B. Colby & Associates

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The Wealth Group – Austin B. Colby & Associates serves individual and high‑net‑worth clients with discretionary and non‑discretionary portfolio management, financial planning and consulting, and managed‑account services. The firm advises across cash, equities, mutual funds, bonds and annuities and may recommend wrap‑fee program accounts for clients when appropriate. Advice and portfolios are tailored to each client’s objectives, time horizon and risk tolerance, using asset‑allocation frameworks along with techniques such as dollar‑cost averaging, technical analysis and both long‑ and short‑term trading; accounts are reviewed at least semi‑annually. To manage held‑away retirement assets and limit custody exposure, the firm uses a third‑party aggregation platform (Pontera, formerly FeeX) to link and rebalance defined‑contribution and other held‑away accounts, and it performs periodic due diligence on service providers that use artificial‑intelligence components. The firm’s marketing and business model include some less common features for a team of its size: it participates in the Ramsey Solutions SmartVestor third‑party promoter program and pays a flat membership advertising fee to receive leads, and it acts as a sponsor for wrap‑fee programs. Advisors are also licensed insurance agents who may offer commissionable insurance products as an ancillary service, and the firm recommends a primary custodian relationship with Raymond James for execution and reporting.

To learn more about the advisors currently working at The Wealth Group Austin B. Colby & Associates, 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.