Let’s Discover What’s Possible
“Colton Groome taught us that money’s primary role is the accomplishment of what’s possible. So that’s where they started: what could our life look like if we think beyond the obvious?”
(unpaid testimonial, 12/18/20)
How We Work
We Start with You, Not Your Assets
Whether it’s family wealth, your business, or a nonprofit – exploring your unique situation takes priority over numbers.
To us, you are so much more than just a dollar amount. That’s why our relationship begins with an in-depth conversation, where we get to know you, your goals, and your dreams.
Exploring All Possibilities
Our Discovery Process helps us discover what’s in your best interest – not just what’s “suitable.” That’s our responsibility as your Fiduciary.
- First, we ask thorough questions to help you fully envision the future – something in which we have a great deal of experience.
- Next, we advise you on the tools, processes, and people needed to take you there.
- Only then does it make sense to look at specific strategies and investments.
An Ongoing Process
Our method does not stop after the Discovery Meeting.
Your life evolves and political and economic landscapes change. Even the best strategy must remain flexible to meet the unknown. You can rely on us to continually work with you to refine your plan through changing times and circumstances.
Our desire is for you to prosper and live your best life, in every stage along the way. We get it, life is busy. Allow our skilled team to help you find your vision for the future. Then we’ll roll up our sleeves, work on your behalf, and help it all come true.
Let's talk possibilities!
Let's Talk Possibilities
An initial consult will answer your questions and help us both assess a mutual good fit for your needs.
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.