Colley Asset Management, Inc., established in 1994 by John Colley, embodies a deep-rooted commitment to serving the local community of Saratoga Springs and the Tri City area. Born and raised in this region, John’s connection to the area runs deep, shaping the ethos of the firm.

As President of Colley Asset Management, John views his clients not just as individuals, but as integral members of his larger community. Understanding the significance of financial management in people’s lives, John approaches each client relationship with meticulous care, prioritizing attentive listening and comprehensive education. He advocates for tax-smart strategies, blue-chip investments, and the power of compounding to secure clients’ financial futures.

The firm’s investment strategies are not only time-tested but also tailored to each client’s unique needs and aspirations. Whether managing investment portfolios, advising on endowment strategies, or planning for retirement and estates, Colley Asset Management offers a comprehensive suite of services rooted in trust and personalized attention.

For John, this business is a labor of love—a continual work in progress that reflects his dedication to giving back and living well. Humility and a steadfast commitment to excellence define John’s approach, ensuring that clients receive not only exceptional results but also a sense of security and confidence in their financial journeys. With a diverse clientele enriching his life experience, John Colley and Colley Asset Management embody the epitome of personalized, performance-driven financial service.

In 2024, Colley Asset Management, Inc. joined forces with another esteemed local firm, Kershner, Grosso & Co., reflecting a shared vision for exceptional client service and community engagement. John Colley and his team are excited about this partnership, which brings together their collective expertise to further enhance the quality of financial services offered to the community.

By joining with Kershner, Grosso & Co., Colley Asset Management can expand their reach and impact, strengthening their ability to serve clients with personalized investment strategies and comprehensive financial planning. Together, they are poised to continue delivering outstanding results and building lasting relationships with clients, reinforcing their commitment to excellence and dedication to the local community.