Helping You See the Possibilities Since 1950.
Colton Groome & Company is a 70 year young, family-owned, financial advisory firm. We think about assets differently: not what your assets are, but what they are for.
We are so much more than an investment advisor. Our clients come to us in need of a life-centered, organized, comprehensive, and proactive financial plan. We collaborate with you and your other advisors (attorneys, CPA's, trust officers, and more) to help you define and reach your life goals. We often know our client's personal and financial positions better than they do, acting as a true financial fiduciary and strategist.
Colton Groome & Company began with a simple friendship between two eight-year-old boys, Walter Colton and George Groome. The boys met trick-or-treating, sealing their friendship, and later a business partnership, for decades to come.
Henry Colton, Walter's father, founded his solo insurance practice on October 1, 1950, after earning an Engineering degree from Yale, serving as a distinguished Naval Aviator in WWII, and acquiring a Law Degree from Chapel Hill. Henry established himself as an expert in Pension and Estate Planning—as well as insurance—to serve these fields.
George Groome went to UNC Chapel Hill, knowing that finance and business was his future. After graduation, Henry Colton, invited George to join his firm. In George's first “office,” a cleaned-out closet, he put in long hours and with much determination, began his over 40 year career working to help individuals and businesses achieve financial peace of mind through skilled financial guidance.
Today, the firm is run by George's sons, Tate and Matt Groome. They plan to carry the firm’s legacy of experienced financial advice into the next generation.
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.