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 Annual Newsletter
Have you checked out our Annual Newsletter? Catch up on your Colton Groome News, as we outline the details of our company growth, community initiatives, and key industry topics: The Colton Groome Financial Rebrand: Why we made the choice to become...
Stacey Anderson, QPFC, and Taylor Bell, CFP®
We are thrilled to announce Stacey Anderson and Taylor Bell have completed their QPFC and CFP® credentials (respectively). If you’ve followed Colton Groome Financial for any length of time, it’s no surprise that we pride ourselves on our TEAM approach. As Phil Jackson...
Matt Donohue, CFP®, CPA, and now… CFA!
The Chartered Financial Analyst is one of the highest levels of finance-related qualifications. Congratulations, Matthew, on reaching this professional milestone! Over the past few years, Mr. Donohue has toiled and labored to study and pass all three levels of his CFA...
Colton Groome Ops Manager, Taylor Bell: A Diversity Accountability Panelist
We've heard and are learning the importance of taking next steps to be more diverse and inclusive. We're ready to move forward—but what are the next steps? On Thursday, May 20, 2021 at 8 AM - 10:30 AM EST, join the Asheville Area Chamber of Commerce for an...
The 2020 Annual Review Has Arrived!
This year’s newsletter was a special one: Colton Groome’s 70th Anniversary Edition! This Newsletter covers our most important topics for the “Year of Re: Re-Focus, Re-Build, and Re-Imagine.” Meet our new Teammates: Garst Reese and Robin Barber Learn more about the...
Succession Planning in Business Strategy
Each year, the Colton Groome Advisors attend the Valmark Member Summit—an educational conference led by some of the industry's most distinguished speakers. This October, we were ecstatic to be asked to join an experienced panel of speakers, helping to lead a round...
Company Disclosures
Form CRS (Client Relationship Summary)
Privacy Policy
Form ADV Part 2A
Colton Groome Financial
1127-B Hendersonville Rd.
Asheville, NC 28803
Tel - (828) 252-1816
Fax - (828) 254-5895
info@coltongroome.com
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, and Certified Financial Planner™, in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
This testimonial was provided by current client. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.
Fee-based Financial Planning and Asset Management Services offered through Colton Groome Financial Advisors, LLC, an SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, Ohio 44333-2431, 1-800-765-5201. Colton Groome Financial, and Colton Groome Financial Advisors, LLC are separate entities from Valmark Securities, Inc.
Colton Groome Financial Advisors, LLC is a Registered Investment Advisor (RIA). Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. This material is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results. Colton Groome Financial Advisors, LLC has exercised reasonable professional care and diligence in the collection, analysis, and reporting of this information but has not independently verified, validated, or audited the data. Colton Groome Financial Advisors, LLC makes no representations or warranties with respect to the accuracy of the information, nor whether it is suitable for the purposes to which it is put by users. Colton Groome Financial Advisors, LLC and its subsidiaries shall not be liable to any user of this report or to any other person or entity for any inaccuracy of this information or any errors or omissions in its content, regardless of the cause of such inaccuracy, error or omission. Furthermore, in no event shall Colton Groome Financial Advisors, LLC be liable for consequential, incidental or punitive damages to any person or entity for any matter relating to this information.
