Richard Colman

JD

Colman Knight Advisory Group LLC

Co-Founder, Financial Advisor

Richard Colman

JD

Colman Knight Advisory Group LLC

Co-Founder, Financial Advisor

Bringing four decades of experience with a unique combination of legal, tax, and business expertise, I simplify the growing complexities business owners, families and individuals experience to ensure their goals are realized. - Richard Colman, JD

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. Fee-Only financial planner in MetroWest Boston, serving clients locally and across the country.

Richard 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.

Rich Colman is a highly-sought advisor for professionals across the country. Bringing over 35 years of experience and drawing upon a unique combination of legal, tax, and business expertise, Rich counsels business owners, closely-held businesses, and affluent families and individuals.

Rich bridges his keen intellect with deep caring, in service of maximizing personal and financial rewards to clients. Savvy business owners recruit Rich to serve as advisor, board member, and consultant. His unique genius thrives in complexity, critical problem solving, and developing creative strategies for clients. Rich has a huge heart and is particularly adept at creating synergistic relationships among his clients’ circle of advisors.

Rich received his A.B. in Government from Cornell University, and his J.D. with a Concentration in Taxation from the Boston University School of Law. Prior to co-founding Colman Knight Advisory Group, LLC, he was Co-Director of the Tax and Financial Planning Department at Tucker Anthony Management Corporation, where his department performed the financial planning services for Tucker Anthony’s thirty-two offices. Rich also enjoyed employment at the big accounting firms, Coopers & Lybrand and Price Waterhouse, early in his career.

Rich’s encyclopedic mind is both a blessing and a curse; he generously holds the loving moniker, D.S.S., Dr. of Stupid Stuff. He also harbors hidden artistic talents, eclectic travel dreams, and a surprisingly spiritual bent. When he’s not at work, you can find Rich enjoying a good swim or a great wine.

Richard’s Certifications, Affiliations, and Memberships:

  • Member, National and MA Financial Planning Association
  • Member, Massachusetts Bar Association
  • Member, New York Bar Association
  • Adjunct Professor, Trusts and Estates, Suffolk University
  • Certified Conscious Relationship Coach, Hendricks Institute
  • Graduate, Hendricks Institute Leadership and Transformation Program

Richard 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

  • National Association of Personal Financial Advisors (NAPFA)
    Richard Colman is a NAPFA Associate

    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.

  • Financial Planning Association
    Richard Colman is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Richard Colman

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Office Locations:

  • 530 Great Rd
    Acton, MA 01720

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