Stephen Stelljes JD, CFP®, President of Client Services Colony Group

2 Atlantic Avenue
Boston, MA 02110 617.723.8200

Founded in 1986, The Colony Group is an independent, fee-only financial advisory firm that strives to provide peace of mind to clients. Its team of trusted experts delivers objective financial advice, providing clients with a high level of personalized service. The Colony Group works with high net worth individuals and families, corporate executives, professionals and institutions, providing deep expertise that goes beyond investment management. The firm’s clients have access to a full suite of financial counseling services, including tax, estate, retirement and philanthropic planning, asset allocation and cash and risk management.

At a Glance

Financial Services Experience

22 years

Primary Custodian for Investor Assets

Fidelity, Schwab, TD Ameritrade

Method of Compensation

Fixed fees (planning services); asset-based fees (investment services)

Assets Under Management $5 billion (approximately)
Minimum Fee for Service None
professional services provided
  • Planning
  • investment advisory and money management services

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