For the third consecutive year, The Colony Group ranked as a top ten firm on the Wealth Management Firms list by the Washington Business Journal. The annual list from the WBJ, a leading source of business news and information in the DC metropolitan area, ranks the wealth management firms with the most financial planners in the region. Congratulations to all the other local firms on this year’s list!
Washington Business Journal criteria (2017, 2022, 2023, 2024): The Colony’s DC regional office was selected based on meeting the criteria for business location and size, and employee participation in a survey measured by Quantum Workplace. The survey evaluated things like team effectiveness, retention, employee alignment with company goals, trust in leadership, work engagement, and individual. The list is published annually in July with data as of June 1. No compensation or fee was paid for inclusion on this list. Bridgewater Wealth & Financial Management received the 2017 award prior to its merger into Colony.