Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
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Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
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Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
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Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
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Entertainers
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Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
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Business Management
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Athletes
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Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
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Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
-
Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
-
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
-
Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
-
Entertainers
-
Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
-
Business Management
-
Athletes
-
Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
-
Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Focus Areas
Stock Options and Equity Compensation
Tax Planning
Multi-Generational Planning
RECOGNITIONS
Named a Member of The 2023 Class of 40 Under 40 by InvestmentNews
As a Wealth Advisor at The Colony Group, JonPaul (JP) focuses on financial planning for clients from multiple generations. Before joining Colony, JP served as a Financial Planner with Adviser Investments and as a Wealth Advisor with North American Management in Boston where he collaborated with clients to help achieve and understand their financial goals. He started his career as a Trust Administrator at Cumberland Trust in Nashville, TN.
An avid history buff, JP serves as Treasurer for Revolution 250, a consortium of non-profits dedicated to celebrating the 250th anniversary of the American Revolution in Massachusetts. He also serves on the board and investment committee of the Paul Revere Memorial. With an eye towards helping demystify finances for underserved communities, JP also serves on Financial Planning Association of New England’s Diversity, Equity, and Inclusion Committee and as a member of the Associate Board of Directors for Junior Achievement of Greater Boston.
JP graduated from Yale University with a degree in History. In addition, he is a CERTIFIED FINANCIAL PLANNER® and an Enrolled Agent authorized to represent taxpayers before the Internal Revenue Service. He lives near Boston with his wife and two children and enjoys hiking, traveling, and cooking.
InvestmentNews 40 Under 40 (2023) – The 40 Under 40 program recognizes and celebrates up-and-comers in the financial advice industry. Each year, the editorial team reviews more than 1,000 nominations to create a list of 40 outstanding financial advisers, or industry professionals supporting advisers, who are 39 or younger. Honorees are judged on their accomplishments, contribution to the industry, leadership, and promise. The nomination provided data as of 3/1/2023. The award was announced on 6/5/2023. No compensation or fee was paid to be considered or selected for this award.
Published Insights
Curated by Colony
Curated by Colony: Financial Literacy Media Recommendations
April 12, 2024
In honor of Financial Literacy Month, we wanted to share the top financial resources recommended by some of our advisors at The Colony Group. This curated collection offers something...
Everything You Always Wanted to Know About
Everything You Always Wanted to Know About: Restricted Stock Units (RSUs)
March 21, 2024
As part of The Colony Group’s “Everything You Always Wanted to Know About…” financial education series sponsored by Her Wealth and Your Wealth, JonPaul McBride, Wealth Advisor, shares how...
In The News
Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride
February 28, 2024
Join The Colony Group's JonPaul McBride, CFP®, Wealth Advisor on Wicked Pissah's Podcast "Nurturing a More Diverse Profession" where he discusses his recent involvement with the New England chapter's DEI committee and the work they are doing to advance diversity within their profession. Listen here:
Curated by Colony
Curated by Colony Presents – Medicare 101
February 8, 2024
Welcome to the webinar recording hosted by Curated by Colony and Steinlage Insurance, where we invite you to join a conversation designed to help you better navigate the complexities...