Stacey Anderson, QPFC, and Taylor Bell, CFP®

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!

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...
The 2020 Annual Review Has Arrived!

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

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...
70 Years: History & Growth

70 Years: History & Growth

Our Third Generation Financial Advisory Firm Understands Multi-Generational Success. We Provide Continuity to Help You Navigate Change. We had big aspirations for this year’s celebratory event. Seventy years is a monumental milestone, and one we were excited to...