News

Colton Groome’s 2024 Annual Report is Here!

Apr 22, 2025 | Company Updates

Colton Groome’s 2024 Annual Report is now available!

We can’t help but be shaped by the events of 2024. September 27th, 2024 is a day that changed all of our lives—forever. The impact of Hurricane Helene in Western North Carolina and surrounding areas was profound and far-reaching. In the aftermath, the mountain people proved strong and resilient. The resilience and solidarity of the people of Western North Carolina shines through as we continue to rebuild and support one another. The recovery efforts are ongoing, but the spirit of the community remains unbroken.

Despite the challenges, there were still significant accomplishments in our business. Favorable economic conditions fueled strong equity returns while favorable money market rates provided returns for those holding cash alternatives. This upcoming year marks the 75th anniversary of our firm. Thank you to all of our past and current clients for trusting the CG team to steward your finances.

This Newsletter covers our most important topics for the “2024 Annual Report”.

  • 2024 Year in Review
  • Continuous Pursuit of Excellence
  • Acquisitions in Asheville
  • The History of Colton Groome in Context of Financial Markets
  • Business Retirement Plans
  • 5 Impactful Conversations We’re Having With Clients
  • Maintaining Focus Amidst the Noise
  • Financial Security in the Digital Age: Your Cyber Toolkit
  • Committed to the Community
  • The Next Generation of Colton Groome
  • Our Four-Legged Family Members
View the 2024 Annual Report
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Company Disclosures
Form CRS (Client Relationship Summary)
Privacy Policy
Form ADV Part 2A

Colton Groome Financial
​1127-B Hendersonville Rd.
Asheville, NC 28803

1870 Brevard Rd, Suite 112
Arden, NC 28704

Tel - (828) 252-1816
info@coltongroome.com

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.

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.

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.

Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 Colton Groome Financial is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Colton Groome & Company is a separate entity from Retirement Plan Advisory Group.

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.