Money Magazine’s Best Financial Planners 2024 | The Only Massachusetts Firm Selected
Integral Wealth Planning
Holistic Financial Planning as Unique as You
Experience a values-based approach to financial planning that considers every dimension of your life, aligning your money with what matters most
Gain clarity on your complete financial picture
Align your financial decisions with your unique values
Cultivate sustaining confidence in your financial future
Where Your Complete Financial Picture Comes Together
Your financial life is about more than just your assets—it’s about your values, your relationships, your aspirations, and the legacy you want to create. Our Integral Wealth Planning methodology recognizes and embraces this complexity, weaving together every dimension of your wealth and well-being into a unified strategy. When you’re navigating complex financial decisions, you need an approach that sees your whole picture.
Human-Centered Financial Planning
Our approach puts you–your values, dreams, and unique life circumstances–at the heart of every financial decision. While other firms talk about holistic wealth management, we’ve designed and practiced an innovative multidimensional discipline to truly deliver on it.
With Colman Knight, you’ll experience:
Deep listening and understanding of your goals
Guidance that evolves and grows with you
Disciplined Expertise & Unbiased Guidance
As fiduciaries, we have one clear mandate: to put your interests first in every decision we make. That’s why we offer fee-only financial planning services. Our guidance is driven by your goals, not commissions.
Our holistic suite of services includes:
- Comprehensive financial planning
- Sophisticated investment management
- Tax planning and preparation
- Risk management and protection planning
- Legacy and estate planning
From Our Co-Founder
Pioneering Perspectives on Money
In her groundbreaking book, The Body of Money, Colman Knight co-founder Gayle Colman introduces readers to the transformative power of Somatic Finance®, a leading-edge approach to personal finance with a key insight: Your body holds an innate wisdom that can guide you towards more sustainable and satisfying financial decisions.
Our Purpose
We’re here to help you
flourish & experience your most meaningful life
Colman Knight is an innovative wealth advisory firm founded in 1988. For more than three decades we’ve helped hundreds of families align their financial lives and thrive with their unique values and passions.
Certified to serve you with integrity
Ready to Align Your Wealth with What Matters?
Let's explore how we can co-create your unique financial strategy. Schedule a complimentary call today – your journey to financial well-being begins here.