Franklin, TN Cool Springs Blvd. Office
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The Wealth Group Austin B. Colby & Associates
Team
Firm-wide stats for The Wealth Group Austin B. Colby & Associates
About
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.
Expertise
Location
725 Cool Springs Blvd., Suite 445
Franklin TN 37067
Advisors at this office
4
Advisors at this office
Dean G
Series 65
Franklin, TN
The Wealth Group Austin B. Colby & Associates
Dean Goodwin is a Series 65-registered advisor with The Wealth Group – Austin B. Colby & Associates and has two years of industry experience. He previously worked at 2NDSWING and CREW2, accumulating seven years of experience before joining his current firm. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with portfolio management, financial planning, and managed-account services. The firm uses customized strategies based on client objectives, risk tolerance, and time horizon, employing techniques such as asset allocation, dollar-cost averaging, and technical analysis.
Adam C
Series 66
Franklin, TN
The Wealth Group Austin B. Colby & Associates
Adam Colby is a financial advisor with The Wealth Group – Austin B. Colby & Associates, holding a Series 66 credential and 12 years of industry experience. He previously worked at Raymond James Financial Services and has been with his current firm since 2021. Outside of advising, he is also an independent insurance agent. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and managed-account services. The firm customizes portfolios based on clients’ objectives, time horizons, and risk tolerances, employing various techniques including asset allocation and technical analysis.
Benjamin T
Series 66
Franklin, TN
The Wealth Group Austin B. Colby & Associates
Benjamin Thorson is a Series 66 credentialed advisor with seven years of industry experience. He has worked at The Wealth Group – Austin B. Colby & Associates since 2021 and previously held roles at Raymond James Financial Services. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with portfolio management, financial planning, and managed-account services. The firm uses tailored investment strategies including asset allocation, technical analysis, and both long- and short-term trading, with semi-annual account reviews, and employs third-party technology to manage held-away retirement assets.
Austin C
CFP®, Series 66
Franklin, TN
The Wealth Group Austin B. Colby & Associates
Austin Colby is a CFP® with 23 years of industry experience, currently serving as an advisor at The Wealth Group – Austin B. Colby & Associates since 2021. Prior to this, he worked for 20 years at Raymond James Financial Services. He is also an independent insurance agent based in Eden Prairie, MN. The Wealth Group – Austin B. Colby & Associates provides portfolio management, financial planning, and consulting services to individual and high-net-worth clients. The firm offers tailored advice across a range of asset classes and employs asset-allocation frameworks, technical analysis, and both long- and short-term trading strategies, with accounts reviewed at least semi-annually.
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