A Truly Independent Approach to Investing
“Everybody says ‘Fiduciary’ nowadays. But how can they really mean it when they’re only allowed to steer me toward a finite group of investment options? The people at Colton Groome are tireless in finding what’s best for my situation.”
CGF Investment Management Client
(unpaid testimonial, 1/8/20)
A Science and an Art
The ART of Investment Management is serving as equal parts financial strategist and curator of solutions.
At Colton Groome we’ve turned that art into a SCIENCE, allowing us to truly understand your goals and return needs. We then balance your time horizon and risk tolerance with liquidity needs, tax implications and legal constraints.
With a seasoned team and global partners we not only have the resources to manage the financial assets of individuals, multi-generational families, and institutions, we also counsel clients on investments outside of traditional financial assets.
Discover the guidance Colton Groome can offer.
Discover the guidance Colton Groome can offer. Start with a complimentary no-obligation review. We’re confident you will find value in our insights and opinions.
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.