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.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.