Guiding the Prosperity of Individuals, Businesses, and Nonprofits Since 1950
“They are super-responsive whenever I have questions. It’s like they anticipate exactly what I need to know.”
CGF Client
(unpaid testimonial, 1/8/21)
Who We Serve
Our Clients
Individual & Families
Securing a Solid Future
Securing your family’s finances is paramount.
Together we help you devise an integrated, organized and proactive plan to give you, your loved ones, and your heirs the confidence to trust in the future.
Businesses & Professional
Navigating Complexity
A business owner’s professional and personal finances are inextricably linked.
We are the bridge between your business and personal planning so that your corporate retirement plan, succession plan, insurance strategy, and investment allocations all act in.
Nonprofits & Foundations
Wise Stewardship
Local foundations and nonprofits are the lifeblood of our thriving community.
Our investment management support provides you the oversight and strategy to wisely steward your resources. investment allocations all act in.
“They showed me visually exactly how they quarterback everything. If anything were to happen to me, I know that my family can turn to them for everything.”
CGF Client
(unpaid testimonial, 1/8/21)
“I’m an entrepreneur, always taking risks. It’s why I need Colton Groome. They help temper my decisions to safeguard my financial well-being in the long run.”
CGF Client
(unpaid testimonial, 12/22/20)
“Being in such competent and service-focused hands has been very reassuring. This is a highly skilled group of people, with a relaxed confidence but not a bit of arrogance.”
CGF Client
(unpaid testimonial, 12/15/20)
Our Services
Known for our process-based approach that people rave about, we begin each of our long-term client relationships with thought-provoking conversations. Then we offer our best guidance in the following areas:
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*Unless otherwise noted, Valmark Securities, Inc. is not affiliated with any other company referenced in this document.
Company Disclosures
Form CRS (Client Relationship Summary)
Privacy Policy
Form ADV Part 2A
Colton Groome Financial
1127-B Hendersonville Rd.
Asheville, NC 28803
Tel - (828) 252-1816
Fax - (828) 254-5895
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. 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.
