Patrick S. Donnelly, CFP®

Senior Wealth Advisor

LinkedIn
Hingham, MA
Focus Areas

Pre- and Post-Liquidity Planning
Tax Planning
Investment Strategies
Multi-Generational Planning

Client Specialty

Executives
Business Owners
Attorneys
Professionals

Recognitions

Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine (2016-2018, 2020-2024)

Community

Private school endowment, Investment Committee; Youth basketball, lacrosse, and soccer coach

Patrick is a Senior Wealth Advisor and a Principal of The Colony Group, having brought his expertise in comprehensive financial planning to The Colony Group from Mintz Levin Financial Advisors in 2012. Patrick is a CERTIFIED FINANCIAL PLANNER™ practitioner with extensive experience in counseling high net worth individuals in all areas of financial planning, including cash flow management, investment allocation and management, retirement planning, insurance, and tax planning.

Patrick has lectured on personal finance before corporate and educational organizations, including Harvard University and Boston University School of Law. His prior experience includes mutual fund accounting and custody for domestic equity, international equity, and fixed income funds. He was named a “Five Star Wealth Manager” by Boston Magazine from 2016 – 2020.*

Patrick graduated, magna cum laude, from Susquehanna University, where he earned his BA in Economics and Philosophy. He has also received his Certificate in Financial Planning from Boston University. When not in the office, Patrick enjoys spending time with his wife and three sons, as well as hiking, playing guitar, and the occasional round of golf.

 

Disclosures:

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.

Published Insights

In The News
The Hidden Expense Of Working At Home
June 24, 2020

What are the hidden costs of working from home? Patrick Donnelly, CFP® uncovers these expenses and how to decrease their impact on your wallet.

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In The News
A second stimulus check may be coming: Here’s the No. 1 thing experts suggest you do while you wait
June 4, 2020

Think about saving differently suggests Patrick S. Donnelly, CFP® in his CNBC Grow interview. He shares 3 practical tips for fostering a lifelong savings habit.

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Wealth Management
Law Firm Partners Face The Perfect Storm As They Consider Retirement
August 23, 2016

As appeared in Financial Advisors Magazine As the world has grown more complex, so too have the opportunities, challenges and conditions that comprise the environment in which we live...

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Wealth Management
Have You Considered the Upcoming Social Security Deadline?
March 28, 2016

Social Security claiming strategies are centered around the decision of whether to claim benefits as early as age 62, at your full retirement age (typically age 66 to 67),...

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