advisors

Jeremy K. Kuhlen CFP®, CRPS®, AIF®, Vice President & Senior Wealth Advisor The Colony Group

Jeremy is a Senior Wealth Advisor and a Principal at The Colony Group. His team provides a goal-focused and planning-driven approach to help clients align their lives with their wealth. He is a CERTIFIED FINANCIAL PLANNER practitioner, a Chartered Retirement Plans Specialist, and an Accredited Investment Fiduciary® that spends his time counseling clients’ on tax-efficient diversification strategies, philanthropic planning, cash flow management, retirement planning, risk management and tax planning.

 

Jeremy brought his expertise to The Colony Group from CapGroup Advisors in 2015. Previously, he was a Founder and Managing Partner at Mentor Wealth Management. Prior to founding Mentor, he served as a Regional Manager for Wealthcare Capital Management’s Institutional Division where he consulted to many of the industry’s most experienced and successful financial advisors, broker dealers, and RIA firms in the areas of practice management, client experience, and goals-based financial planning.

 

Jeremy is a member of the Estate Planning Council of Richmond, a past President of the Central Virginia Chapter of the Financial Planning Association, and former Chair of the FPA Forum in Richmond. He earned a degree in Business Administration from James Madison University and received his Certificate in Financial Planning from Boston University. In his spare time, Jeremy enjoys time on the golf course, skiing, and mountain biking.

Why do many wealthy families fail to pass on a lasting legacy to their future generations?

At a Glance

  • 7100 Forest Avenue, Suite 301, Richmond, VA 23226

  • Education

    James Madison University, Business administration
    Boston University, Certificate in Financial Planning

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