Ron Rubin, CPA

President, Vice Chairman and Chief Culture Officer

Bethesda, MD | Centreville, MD | Naples, FL
Focus Areas

Wealth Advisory, Tax Planning, Business Management
Media Spokesperson
Inspirational Leader
Coaching

Client Specialty

Executives
Business Owners
Entertainers
Athletes
Family Enterprise

Recognitions

Forbes Best-in-State Wealth Advisors, 2019-2022, 2024; Washingtonian’s Best Financial Advisers, 2018-2020, Leadership Montgomery Selects Ron Rubin for Class of 2018

Community

Montgomery Hospice (Former Board Member, Investment Committee, Chair);
Starlight Children’s Foundation (Former Board Member, Executive Committee Member);
The Boomer Esiason Foundation (Board Member, Treasurer, Executive Committee Member);
Dan Jansen Foundation (Board Member, Executive Committee Member)

Ron Rubin is the President, Vice-Chair and Chief Culture Officer of The Colony Group. For over 30 years, Ron has endeavored to expand his innovative wealth management and tax advisory services to meet the diverse and changing needs of his clients—from initially providing high-end tax and financial planning services to including a more expansive wealth management offering with investment management, family office services and financial management for businesses and non-profit organizations.

Ron founded Bridgewater Wealth & Financial Management, a boutique wealth management firm based in Bethesda, MD in 1996, where he built a culture of inclusion and opportunity that was recognized as a Best Place to Work in Washington, D.C. Over the years, Ron attracted other dedicated financial professionals with a similar philosophy of providing clients with exceptional expertise and service. To continue this rich tradition, he and his Bridgewater Wealth partners merged with The Colony Group at the beginning of 2018.

As the firm’s Chief Cultural Officer, Ron draws on his training as a Certified Conscious Leadership Coach to cultivate an open, inclusive and trusting work environment through conscious team building. He is personally committed to the enrichment of the professional and personal lives of everyone at The Colony Group, and through them, to our clients.

Ron is a graduate of the University of Maryland. He is a founding board member, treasurer of The Boomer Esiason Foundation. Ron is on the board of Montgomery Hospice and serves as Chair of their Investment Committee. He is also a member of the board of trustees for Kol Shalom.

When he’s not working, Ron enjoys being with his family, music, golf, meditation and yoga.

 

Disclosures:

Forbes Best-In-State Wealth Advisors criteria (2018, 2020, 2021, 2022, 2023, 2024): Based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data, including years of experience, revenue trends, AUM, compliance records, client retention, best practices, and approach to working with clients. Colony paid no compensation to Forbes’ to participate or for inclusion in its list.

Washingtonian Top Financial Advisers criteria: Award recipients were primarily chosen based on the strength of recommendations gathered from the surveys. Ron Rubin was recognized from 2016 to 2019, and Shellie Kurek Peters was recognized in 2019. Ron’s recognitions for 2016 and 2017 were from his employment at Bridgewater Wealth & Financial Management and prior to its merger into The Colony Group in 2018.

 

Published Insights

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Ron Rubin, CEO & Managing Partner of Bridgewater Wealth & Financial Management in Bethesda, MD has been selected to join the 2018 Core Class of Leadership Montgomery. A nonprofit,...

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