News & Updates

Upcoming Events:

What? Renowned Leadership Coach, CARL PETTY, in Leading Your Way to Growth

Date: Tuesday, April 27, 2021

Time: 10 AM

Available Virtually via Livestream

Colton Groome News

Ellen Cain, CFP®, ChSNC®, and National Social Security Advisor Certificate Holder

By Diamond Adams | Sep 2, 2021

We are thrilled to announce Ellen has completed the Certified Financial Planner™, Chartered Special Needs Consultant™, and National Social Security…

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WomanUP Event-Diversity Accountability: What's Next? Featuring Alisha Adams, Marta Alcava-Williams, and Taylor Bell of Colton Groome & Company

Colton Groome Ops Manager, Taylor Bell: A Diversity Accountability Panelist

By Diamond Adams | May 6, 2021

We’ve heard and are learning the importance of taking next steps to be more diverse and inclusive. We’re ready to move forward—but what are the next steps?

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The 2020 Annual Review Has Arrived!

By Diamond Adams | Apr 12, 2021

This year’s newsletter was a special one: Colton Groome’s 70th Anniversary Edition! This Newsletter covers our most important topics for…

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Succession Planning in Business Strategy

By Diamond Adams | Oct 28, 2020

Each year, the Colton Groome Advisors attend the Valmark Member Summit—an educational conference led by some of the industry’s most…

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70 Years: History & Growth

By Diamond Adams | Oct 26, 2020

This year Colton Groome & Company celebrated Our Third Generation Financial Advisory Firm Understands Multi-Generational Success. We Provide Continuity to…

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The 2020 Election: Implications for Financial Markets and Investors

By Diamond Adams | Oct 9, 2020

How will the 2020 US election impact financial markets & investors? A global pandemic. Personal and professional lives upended. The…

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2020 U.S. Election Outlook

By Diamond Adams | Sep 28, 2020

The 2020 U.S. Election and Potential Financial Implications Request a Recording of the Webinar from Friday, October 16 Request…

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New Legislation CARES, FFCRA, SECURE Acts

Slow Market Week, Dominated by U.S. Politics

By Diamond Adams | Aug 18, 2020

It was another slow week for markets as out-of-office replies pile up and volume plunges. Equities put in another positive week with international developed markets outperforming strongly while emerging markets lagged. Domestic equities landed in between the two…

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Welcome Garst Reese, CFA

By Diamond Adams | Aug 18, 2020

About Our Company Our Team What We Do Corporate Retirement Insurance Strategy Life Settlements Investment Advisory Trust Services Wealth Management…

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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 FINRASIPC, 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.