The Coleridge Group

Use your money to live meaningful experiences, help others, and take care of the planet. 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 life-centered approach to financial planning that encourages you to live intentionally today while planning for tomorrow’s hopes and dreams. Our personalized discovery process involves getting to know you first and helping you discover your true self. Our goal is to help you create a vision of your best life and confidently achieve it.