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
As a Senior Wealth Advisor at The Colony Group, Lauren Ledger provides comprehensive financial planning and investment management to a diverse group of new and long-term clients. She takes pride in having a deep understanding of her clients’ goals and supporting them with high level service and thoughtful strategies appropriate for their individual and often- complex, financial situation.
Lauren served as a Senior Financial Advisor at Cooper Lapman Financial before the company merged with The Colony Group in early 2023. Lauren began her career as a Relationship Manager at Independence Investments, LLC in 2001.
Lauren earned a Master of Business Administration in Finance from Boston University, graduating with high honors, and a Bachelor of Arts in Political Science from Washington University in St. Louis. She is a member of the Beta Gamma Sigma International Business honor society. Lauren is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Lauren has worked with various non-profits in the US and China. She co-founded and later served as Board President for Arlington EATS, a 501c3 organization working to eliminate food insecurity; she was awarded a Massachusetts Unsung Heroine Award for her work in the community. In her free time, Lauren enjoys traveling, and spending time with her two sons and her husband Dan.
Published Insights
Financial Life Cycles
Financial Life Cycles: Discovering Purpose – Finding New Passions in Non-Profit Work and Engagement
June 27, 2024
In this episode, The Colony Group’s, Kristina Saunders, CIMA®, CFP®, Senior Portfolio Manager, meets with Lauren Ledger, MBA, CFP®, Senior Wealth Advisor. Together, they discuss the benefits of being...
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...
In The News
Financial Advice for Newlyweds From 4 Top Money Pros
February 22, 2024
What is your best financial advice for newlyweds? The Colony Group's Lauren Ledger, Senior Wealth Advisor, shares in this Barron's article.
Curated by Colony
Curated by Colony Presents: The Art of Aging Gracefully – Webinar Recording
January 23, 2024
Curated by Colony and O’Connor Professional Group, discuss nurturing your mind and body so you can embrace the aging journey. We explore a holistic approach to aging well and...
Financial Life Cycles
Financial Life Cycles: Getting Married/Co-Habitation
December 15, 2023
In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® and Senior Wealth Advisor, Lauren Ledger discuss the topic of co-habitation and the importance of understanding and protecting...
Curated by Colony
Curated by Colony Webinar Recording – Supporting Aging Loved Ones During Holidays
November 7, 2023
As the Holiday season approaches, The Colony Group and O’Connor Professional Group shared information on navigating this special time of year with an aging loved one. This recording provides...