Gayle Colman

CFP® Practitioner, Certified Integral Coach

Colman Knight Advisory Group LLC

Co-Founder, Financial Advisor

Gayle Colman

CFP® Practitioner, Certified Integral Coach

Colman Knight Advisory Group LLC

Co-Founder, Financial Advisor

As a founding member of Colman Knight, I steward the vision of authentic financial planning, where practical financial progress unites with personal values, aspirations and meaning. - Gayle Colman, CFP® Practitioner, Certified Integral Coach

Integral Wealth Planning is our multi-dimensional approach to financial planning. We help you optimize your inner and outer resources to create a financial plan that evolves with you as you grow.

Gayle Colman is a MetroWest Boston fee-only financial planner. Colman Knight Advisory Group LLC provides comprehensive and objective financial planning and investment management to help individuals, families, and businesses organize, grow and protect their assets through life’s transitions. As fee-only advisors, we believe you should receive unbiased and objective advice. Other compensation models, including AUM “assets under management,” may encourage financial advisors to grow or maintain investment assets in preference to using your resources to reduce debt, or provide sufficient insurance coverage, or start a new business, or invest in community impact.

Gayle Colman is an Acton, MA fee-only financial planner. Gayle is co-founder of Colman Knight Advisory Group, LLC and a nationally-recognized innovator in the field of Integral Wealth Advisory Services.  She brings 30 years of professional experience as a financial advisor, registered investment advisor, and principal in Colman Knight.  Gayle offers a unique combination of expertise and insightful depth, and has guided hundreds of clients and other financial planners to the embodied understanding that “wealth is more than money.”

Gayle’s holistic approach to wealth advisement champions not just exterior financial health, but also the interior aspects of money maturity: beliefs, patterns, desires, family-of-origin stories.  Her unique blend of experience and training allows her to guide clients from confusion to refreshing clarity, integrating inner values with real-world practicality.

As a Certified Financial Planner™ professional, Hendricks Certified Conscious Relationship Coach, and Certified Integral Coach®, Gayle provides a rare and valuable combination of expertise.  She offers Integral Wealth Coaching for individual clients and financial planners ready to explore the full spectrum of wealth issues with a skilled, compassionate guide.

Gayle is also a mother, wife, writer, speaker, and soul-seeker.  She holds a peaceful, heart-opening space for clients, and has a hidden prankster always ready to play. When she’s not working, you can find her walking in nature, enjoying the changing landscape of raising two beautiful children, and contemplating what breaks and fills hearts.

Gayle’s Certifications, Affiliations, and Memberships:

  • Certified Financial Planner™ Practitioner
  • Member, National and MA Financial Planning Association
  • Past President, Board of Directors, MA Financial Planning Association
  • Received FPA “Leadership in Action” Recognition, 2011
  • Member, National Association of Personal Financial Advisors
  • Certified Integral Coach, Integral Coaching Canada
  • Certified Conscious Relationship Coach, Hendricks Institute
  • Associate Certified Coach, International Coach Federation
  • Certified Holacracy Practitioner™, HolacracyOne, LLC
  • Advisor, Sudden Money Institute
  • Graduate, Hendricks Institute Leadership and Transformation Program
  • BA, Finance and Investments, Auburn University

Gayle Colman is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Colman Knight offers comprehensive financial services and investment management to individuals, families and businesses ready to partner with leading experts in integral wealth. We believe that wealth is more than money and embody the highest fiduciary standards to help you bring your financial aspirations to fruition. Our unique, holistic approach combines financial expertise, human development, integral mastery, and direct experience which enables you to realize financial mastery and personal well-being as you define them.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Gayle Colman

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Office Locations:

  • 530 Great Rd
    Acton, MA 1720

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