Let’s Discover What’s Possible
Together we help you imagine, design and realize
your vision for the future.
A Life-Centered Financial Advisory Firm
Curator of Financial Solutions
Your Strategy Partner For 7 Decades
Since 1950, we’ve been matching clients with tools, approaches, and other professionals to best serve their specific needs – especially as those needs evolve over a lifetime.
“This is what I’ve been missing my whole life – people wise enough for me to use as a sounding board for the ideas about my financial life.”
CGF Client
(unpaid testimonial, 12/22/20)
What’s Possible for You?
“You helped us articulate our goals and draw out ideas we hadn’t even thought about.”
CGF Client
(unpaid testimonial, 12/18/20)
We think about assets differently – not what they ARE, but what they are FOR.
Our role is helping you meet your goals – no matter what unfolds in life.
Endlessly Proactive
We’re tireless in making sure your tailored financial strategy keeps pace with where you are today, tomorrow, and into your future.
“With Colton Groome, I can finally relax. Nothing falls through the cracks and that’s why we’ve stayed on track with our plan.”
CGF Client
(unpaid testimonial, 12/15/20)
Comprehensive Wealth
Advisory Services
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Community Impact
Colton Groome & Company is committed to giving a percentage of targeted profits to its Community Support Fund each year. Funds are directed by clients and employees of Colton Groome.
Recent News from
Colton Groome
Colton Groome’s 2025 Annual Report — Available Now
Colton Groome’s 2025 Annual Report is available! Read the digital annual report to learn more about the progress we made in 2025 and where we are headed next.
Colton Groome’s 75 Years Celebrated on WNC Business
Celebrating 75 years of service, Colton Groome Financial’s milestone anniversary has the honor to be featured on WNC Business!
Todd Burkhalter Has Passed His CFP™ Exam!
Colton Groome Financial is adding another CFP® to our firm’s designations list! We are incredibly excited to announce Todd Burkhalter has passed his CFP™ exam!
Kyle Grandstaff, CFA Joins Our Team
We are excited to announce that we have added a new team member, Kyle Grandstaff, CFA to our team as our new Senior Investment Analyst and Financial Planner. Please join us in giving Kyle a warm welcome!
Colton Groome’s 2024 Annual Report is Here!
Colton Groome’s 2024 Annual Report is now available! This Newsletter covers our most important topics for the “2024 Year In Review”.
Colton Groome’s 2023 Annual Report
Colton Groome’s 2023 Annual Report covers our most important topics for the “2023 in Review; 2024 Preview”.
