Ron Rubin, CPA

President, Vice Chairman and Chief Culture Officer

Bethesda, MD | Centreville, MD | Naples, FL
Focus Areas

Wealth Advisory, Tax Planning, Business Management
Media Spokesperson
Inspirational Leader
Coaching

Client Specialty

Executives
Business Owners
Entertainers
Athletes
Family Enterprise

Recognitions

Forbes Best-in-State Wealth Advisors, 2019-2022, 2024; Washingtonian’s Best Financial Advisers, 2018-2020, Leadership Montgomery Selects Ron Rubin for Class of 2018

Community

Montgomery Hospice (Former Board Member, Investment Committee, Chair);
Starlight Children’s Foundation (Former Board Member, Executive Committee Member);
The Boomer Esiason Foundation (Board Member, Treasurer, Executive Committee Member);
Dan Jansen Foundation (Board Member, Executive Committee Member)

Ron Rubin is the President, Vice-Chair and Chief Culture Officer of The Colony Group. For over 30 years, Ron has endeavored to expand his innovative wealth management and tax advisory services to meet the diverse and changing needs of his clients—from initially providing high-end tax and financial planning services to including a more expansive wealth management offering with investment management, family office services and financial management for businesses and non-profit organizations.

Ron founded Bridgewater Wealth & Financial Management, a boutique wealth management firm based in Bethesda, MD in 1996, where he built a culture of inclusion and opportunity that was recognized as a Best Place to Work in Washington, D.C. Over the years, Ron attracted other dedicated financial professionals with a similar philosophy of providing clients with exceptional expertise and service. To continue this rich tradition, he and his Bridgewater Wealth partners merged with The Colony Group at the beginning of 2018.

As the firm’s Chief Cultural Officer, Ron draws on his training as a Certified Conscious Leadership Coach to cultivate an open, inclusive and trusting work environment through conscious team building. He is personally committed to the enrichment of the professional and personal lives of everyone at The Colony Group, and through them, to our clients.

Ron is a graduate of the University of Maryland. He is a founding board member, treasurer of The Boomer Esiason Foundation. Ron is on the board of Montgomery Hospice and serves as Chair of their Investment Committee. He is also a member of the board of trustees for Kol Shalom.

When he’s not working, Ron enjoys being with his family, music, golf, meditation and yoga.

 

Disclosures:

Forbes Best-In-State Wealth Advisors criteria (2018, 2020, 2021, 2022, 2023, 2024): Based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data, including years of experience, revenue trends, AUM, compliance records, client retention, best practices, and approach to working with clients. Colony paid no compensation to Forbes’ to participate or for inclusion in its list.

Washingtonian Top Financial Advisers criteria: Award recipients were primarily chosen based on the strength of recommendations gathered from the surveys. Ron Rubin was recognized from 2016 to 2019, and Shellie Kurek Peters was recognized in 2019. Ron’s recognitions for 2016 and 2017 were from his employment at Bridgewater Wealth & Financial Management and prior to its merger into The Colony Group in 2018.

 

Published Insights

Culture
13 Colony Group Advisors Named Best-in-State Wealth Advisors 2024 by Forbes
April 4, 2024

Congratulations to the following Colony Group team members for being named to Forbes’ 2024 Best-in-State Wealth Advisors List:  Debra Brede, Principal and Senior Wealth Advisor, D.K. Brede Investment Management...

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Curated by Colony
2023 Curated by Colony Live Well and Thrive Webinar: Once-in-a-Lifetime Travel Experiences – Webinar Recording
September 20, 2023

Curated by Colony spoke to adventure travel provider, Epic Private Journeys, about life-changing travel experiences and adventures you don’t want to miss. From gorilla trekking in Uganda to guided...

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Forbes and SHOOK Research Again Recognize Multiple Colony Group Wealth Advisors as 2022 Best-In-State Wealth Advisors
April 28, 2022

The Colony Group is pleased to announce that four of its wealth advisors are recognized on the 2022 Forbes Best-in-State Wealth Advisors list, developed by SHOOK Research. The advisors...

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Rethinking ‘Team’ In The Business World
November 12, 2021

As Appeared in Chief Executive. Just about every internal work email we send starts with “Dear Team.” In fact, we talk about teams all the time in the workplace,...

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Forbes 2021 Best-In-State Wealth Advisors Includes 5 Colony Group Wealth Advisors
February 25, 2021

Forbes has recognized five of The Colony Group’s Wealth Advisors in their 2021 Best-In-State Wealth Advisors list. Colorado – Craig Jones, JD, MBA, CPWA®, Senior Wealth Advisor, Managing Director,...

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Curated by Colony
How to Live and Lead on Purpose Through Conscious Leadership – Webinar Recording
November 19, 2020

With our familiar work and life routines disrupted by the pandemic, many people are taking this time to reexamine and reboot their lives and careers. In our latest Live Well...

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Your Very Own Rock Band
June 1, 2020

Some of the most popular video games of all time allow “players” to insert themselves virtually into a legendary rock band, assume the role of a band member, and...

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Forbes 2020 Best-In-State Wealth Advisors Includes 5 Colony Group Wealth Advisors
January 30, 2020

Forbes has recognized five of The Colony Group’s Wealth Advisors in their 2020 Best-In-State Wealth Advisors list. Colorado – Craig Jones, JD, MBA, CPWA®, Managing Director, Rocky Mountain Region...

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Ron Rubin Named to Forbes Best-In-State Wealth Advisors’ List
February 26, 2019

Ron Rubin, President, Vice Chairman, and Chief Culture Officer of The Colony Group was ranked #7 out of 99 advisors in Maryland who were named to the Forbes Best-In-State...

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Wealth Management
What They’re Not Telling You About Qualified Opportunity Funds
January 15, 2019

One of today’s hottest tax topics is the relatively new concept of “qualified opportunity zones,” created by the Tax Cuts and Jobs Act (TCJA) at the end of 2017....

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Wealth Management
Can I expect more than financial advice from my financial advisor?
September 18, 2018

Thirty years ago, the term financial advice commonly referred to a limited subset of services, with an emphasis on investment management. Over the interim years, more advisors expanded to...

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Wealth Management
Effortlessness: Working And Living In Your Zone Of Genius
June 1, 2018

As appeared in Financial Advisor Magazine. Highly successful people, when interviewed, often say the same thing about their jobs: They don’t see them as “work.” When the most gifted...

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Her Wealth
Mindful Culture: Create It or It Creates You
November 29, 2017

Culture is an overused buzzword these days! Learn how we intentionally created an open and supportive...

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Her Wealth
Leadership Montgomery Selects Ron Rubin for Class of 2018
November 29, 2017

Ron Rubin, CEO & Managing Partner of Bridgewater Wealth & Financial Management in Bethesda, MD has been selected to join the 2018 Core Class of Leadership Montgomery. A nonprofit,...

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Her Wealth
Ron Rubin Talks Retirement Planning on WJLA’s Good Morning Washington
November 29, 2017

Ron Rubin, CEO of Bridgewater Wealth, sat down with WJLA's Veronica Johnson to talk about retirement dos and...

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Her Wealth
Reset Your Retirement Reality – What To Do Now That You Are 50
November 29, 2017

Retirement is not that far away! 50-and-60 somethings still have time to reset their retirement reality. Here's...

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