JonPaul McBride, CFP®

Wealth Advisor

Wellesley, MA
RECOGNITIONS

Named a Member of The 2023 Class of 40 Under 40 by InvestmentNews

As a Wealth Advisor at The Colony Group, JonPaul (JP) focuses on financial planning for clients from multiple generations. Before joining Colony, JP served as a Financial Planner with Adviser Investments and as a Wealth Advisor with North American Management in Boston where he collaborated with clients to help achieve and understand their financial goals. He started his career as a Trust Administrator at Cumberland Trust in Nashville, TN.

An avid history buff, JP serves as Treasurer for Revolution 250, a consortium of non-profits dedicated to celebrating the 250th anniversary of the American Revolution in Massachusetts. He also serves on the board and investment committee of the Paul Revere Memorial Association and is a member of the Colonial Society of Massachusetts. JP is also Vice-Chair of The Boston Foundation’s Professional Advisors Network. JP also serves as a member our Diversity, Equity, and Inclusion Council.

JP graduated from Yale University with a degree in History. In addition, he is a CERTIFIED FINANCIAL PLANNER™ and Equity Compensation Associate. He lives west of Boston with his wife and daughter and enjoys hiking, traveling, and cooking.

Disclosures:

InvestmentNews 40 under 40 criteria: 40 Under 40 (2019, 2023) – The annual list recognizes and celebrates up-and-comers in the financial advice industry who are 39 or younger. Honorees are judged on their accomplishments, contribution to the industry, leadership and promise.

Published Insights

Financial Life Cycles
Your Wealth 101: The Importance of Savings
April 12, 2024

A good savings strategy is the foundation of every financial plan. The Colony Group’s JP McBride, CFP®, Wealth Advisor and Answan Johnson, MBA, CFP®, discuss savings 101 – when...

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Curated by Colony
Curated by Colony: Financial Literacy Media Recommendations
April 12, 2024

In honor of Financial Literacy Month, we wanted to share the top financial resources recommended by some of our advisors at The Colony Group. This curated collection offers something...

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Everything You Always Wanted to Know About
Everything You Always Wanted to Know About: Restricted Stock Units (RSUs)
March 21, 2024

As part of The Colony Group’s “Everything You Always Wanted to Know About…” financial education series sponsored by Her Wealth and Your Wealth, JonPaul McBride, Wealth Advisor, shares how...

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In The News
Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride
February 28, 2024

Join The Colony Group's JonPaul McBride, CFP®, Wealth Advisor on Wicked Pissah's Podcast "Nurturing a More Diverse Profession" where he discusses his recent involvement with the New England chapter's DEI committee and the work they are doing to advance diversity within their profession. Listen here:

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Curated by Colony
Curated by Colony Presents – Medicare 101
February 8, 2024

Welcome to the webinar recording hosted by Curated by Colony and Steinlage Insurance, where we invite you to join a conversation designed to help you better navigate the complexities...

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Topical Viewpoints
JonPaul (JP) McBride Has Been Named a Member of The 2023 Class of 40 Under 40 by InvestmentNews
June 5, 2023

The Colony Group is thrilled to announce that JonPaul (JP) McBride, CFP®, Wealth Advisor, has been named a member of the 2023 class of 40 Under 40 by InvestmentNews....

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