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:
We're Easy to Reach