Bill Weydemeyer, MBA, CFP®

Senior Wealth Advisor

Hingham, MA
Focus Areas

Stock Options and Equity Compensation
Tax Planning
Investment Strategies
Corporate Sponsored Plans

Client Specialty



Investment News 40 under 40
Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine (2018-2024)


The Midas Collaborative, Advisory Panel

Bill is a Senior Wealth Advisor and a Principal at The Colony Group.  He is part of a team of Colony Wealth Management counselors providing customized solutions to high net worth individuals, families, and corporate executives, including planning and implementing clients’ financial planning, investment management, and tax objectives.

He started at The Colony Group as a Portfolio Administrator in Colony Investment Management, where he was responsible for new accounts, custodial communications, and client service requests. Previously, Bill was employed by John Hancock Financial Services as an Annuity New Business Specialist and by Investors Bank & Trust as a Client Service Administrator. He earned a Bachelor of Arts in Communications from Hamilton College and his MBA from Northeastern University with a concentration in finance. Bill holds the CERTIFIED FINANCIAL PLANNER designation.


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.

Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Advisors awarded: nine Wealth Advisors for 2015; nineteen Wealth Advisors for 2016; twenty-two Wealth Advisors for 2017; and twenty-two Wealth Advisors for 2018, 2019, and twenty Wealth Advisors in 2020.


Published Insights

23 Colony Group MA-area Senior Wealth Advisors Awarded Five Star Wealth Managers for 2024

We are excited to share that 23 Massachusetts-area senior wealth advisors of The Colony Group have been named recipients of the 2024 Boston Five Star Wealth Manager award by...

Happy Holidays from The Colony Group

Happy holidays to our Colony Group clients and friends! In 2021, our company celebrated 35 years since its founding in 1986. To reflect on this incredible milestone, our team...

Advice for parents who want to help boost their children’s financial IQs

As a freshly minted college graduate, I thought I was well prepared to launch into adulthood. But there was one nagging issue that kept holding me back: a lack...