The Coleridge Group

The Coleridge Group is a financial life planning company that believes everyone is entitled to professional financial planning and investment management services. We employ a values-based, life-centered approach to financial planning. Our in-depth discovery process involves getting to know you first and helping you discover your true self. Together, we’ll map your future, identifying short-term priorities and long-term goals. Our mission is to empower you to maximize your resources and live a meaningful, purposeful life. Your life, not your money, is our focal point.