Supporting Our Entire Community
“The team at Colton Groome understand just how transformational Habitat’s work is. We’re grateful for their generosity and for their dedication to inspiring others to support Habitat as well.”
Asheville Area Habitat for Humanity
The Colton Groome Community Support Fund
A committed fund directed by our clients and employees.
We strongly believe in giving back through time, treasure and talent. We enjoy doing this by sponsoring fundraising events and via our Community Support Fund.
Fund Mission Statement
To offer financial support for local nonprofits with the goal of making an immediate and lasting impact in the lives of Western North Carolina residents. We do this by supporting education, housing, and growth opportunities in under-privileged communities.
Our Financial Commitment
Colton Groome Financial annually gives a percentage of targeted profit to the Community Support Fund. Clients and employees of Colton Groome select deserving nonprofits nominated through our application process.
Eligible recipients are tax-exempt organizations. Priority is given to:
- Charities in which our clients or employees are personally involved.
- Organizations serving members of our community with the greatest need.
George Groome, Norris Crigler, Glenn Wilcox, and Candy Shivers of the United Way Board of Directors (Asheville-Buncombe County) in 1996
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.