A Full-Service Wealth Advisory Firm
Wealth, Insurance & Retirement
Colton Groome & Company is Western North Carolina’s oldest independent financial planning firm. We were founded on the principles of precision, perseverance and thoroughness.
We provide concierge-level wealth management services to individuals, families, businesses, and nonprofits ready to set a course and confidently navigate all of life’s peaks and valleys toward optimal financial outcomes.
You always get the personal attention you deserve. We start all of our client relationships with a personal conversation. Before we can provide financial guidance, we need to know your goals. Our specialized financial and wealth management services provide you with less worry and frustration and confidence in realizing your financial dreams. As an independent firm, you can trust we have your best interest at heart.
Our mission is to help individuals, families & businesses succeed inter-generationally by providing expert asset management and thoughtful financial planning.
Check out our Advisors on FINRA Broker Check
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.
Horizon Investments, LLC is a separate entity from Valmark Securities Inc. and Colton Groome & Company.
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 & Company, and Colton Groome Financial Advisors, LLC are separate entities from Valmark Securities, Inc. Colton Groome & Company is a separate entity from Retirement Plan Advisory Group.