Cary P. Geller, MBA, CPA, PFS, CFP®, AEP®
Managing Director, Senior Wealth Advisor
Focus Areas
Tax Planning
Investment Strategies
Multi-Generational Planning
Estate Planning
Philanthropic Planning
Client Specialty
Executives
Attorneys
Physicians
Professionals
Retirees
Recognitions
Worth Magazine Best Financial Advisors in the Country 1994 to 2008;
Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine (2013, 2015-2024)
Cary is a Managing Director, Senior Wealth Advisor, and a Principal of The Colony Group with more than 30 years of broad-based experience in comprehensive financial planning, individual tax planning, and investment management. Cary has taught as an adjunct professor in Boston University’s Financial Planning Program and was a member of the program’s board of advisors. He has also lectured before numerous corporate, professional, and educational organizations, including the Financial Executives Institute, the Attorney General’s Office of the Commonwealth of Massachusetts, the Massachusetts Society of CPAs, and Harvard Law School, speaking on financial planning, including estate planning and pre- and post-retirement planning. Before joining the firm in July 2012, Cary was a founder and the Executive Vice President of Mintz Levin Financial Advisors, which provided wealth management and investment advisory services to high-net-worth individuals and families for 14 years.
Worth magazine listed Cary as one of the “Best Financial Advisors in the Country” six times during the period from 1994 to 2008 and was named by Boston Magazine as a “Five Star Wealth Manager” four times in 2010 and 2017.* Cary was listed as a “Top Professional Advisor in J. K. Lasser’s New Rules for Estate and Tax Planning book.” He has been regularly quoted and featured in the Boston Globe, Boston Herald, Banker and Tradesman, and Business Week and has been a guest financial planning professional on local radio and TV programs.
Cary graduated from the University of Cincinnati with a BBA, summa cum laude, in accounting and quantitative analysis, and he received his MBA from Indiana University with an emphasis in taxation. He is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ practitioner, a Personal Financial Specialist, and an Accredited Estate Planner®. Cary is a member of the American Institute of Certified Public Accountants, the Massachusetts Society of Certified Public Accountants (MSCPA), and the Boston Estate Planning Council.
In his free time, Cary spends time with his spouse and children, plays tennis, and enjoys traveling.
Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Advisors awarded: nine Wealth Advisors for 2015; nineteen Wealth Advisors for 2016; twenty-two Wealth Advisors for 2017; and twenty-two Wealth Advisors for 2018, 2019, and twenty Wealth Advisors in 2020.
Worth Magazine criteria: Criteria for selection includes an individual advisor’s expertise, integrity, and dedication to the field of wealth management; portfolio management strategies; risk analysis; client service initiatives; and the educational and professional credentials of advisors. The Worth list included Colony’s CEO for 2008, MLFA’s President for 1999- 2003, and MLFA’s Executive VP for 1999, 2001-2002, and 2008.