Since 2002 we have led an effort to make our community and nation a healthier place financially.

We have been on the forefront of that calling by helping individuals and families become financially free; one good decision at a time. 


Our Mission

We believe that the best financial behaviors can be learned and taught, no matter your age or current financial status.  It's never too early and never too late to learn how to make wise financial decisions.  We are committed to helping you do that.


We are passionate about guiding people into a place of optimal financial health. We’re willing to invest ourselves in being the best and do excellent work so our clients can be in a place where they are thriving, free to enjoy life with their families. That’s it. That’s what it’s all about.
— Austin Colby, Founder of The Wealth Group

What We've Achieved

  • InvestmentNews named Austin one of the top young talents in the financial advice industry under the age of 40 based on accomplishment, contribution, leadership and promise in 2017 
  • We advise our clients on over $300M of assets, and have seen that number more than triple since 2012
  • Austin Colby was twice named to the wealthmanagement.com and Registered Rep magazine's list of Top 40 advisors in the country under the age of 40, in 2014 and 2015*
  • We have qualified for the Raymond James' Leader's Council every year since 2013*

bringing clarity to your financial future

It's not just your portfolio, but every piece of your financial plan.