The Coleridge Group

The Coleridge Group is a flat fee, fee only financial planner. The Coleridge Group believes everyone is entitled to professional financial planning and investment management services. We employ a values-based, life-centered approach to financial planning. Our detailed discovery process involves getting to know you first and helping you discover your true self. 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.