Awards
2025 Best-In-State Wealth Management Teams List
For the third consecutive year, Colony Wealth Advisors has been named Forbes Best-In-State Wealth Management Team
2024 Best-In-State Wealth Management Teams List
Colony Wealth Advisors has been named a Forbes 2024 Best-In-State Wealth Management Team
2023 Best-In-State Wealth Management Teams List
Colony Wealth Advisors has been named a Forbes 2023 Best-In-State Wealth Management Team
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Theodore P. Marohn, CLTC®, CRPC®
Senior Vice President/ Investments, Financial Advisor
Carolyn Frzop
First Vice President/ Investments, Financial Advisor
Arthur Falkowitz, AWMA
First Vice President / Wealth Management, Financial Advisor
Jeffrey T. Went, CFP®
Financial Advisor
Paul Orbon
Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Non-Profit Organizations
Non-Profit Organizations
Retirement Planning
Retirement Planning
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
Community Involvement
Colony Wealth Advisors supports the communities it serves.
Out of the Darkness Walk
Carolyn Frzop takes steps towards a brighter future.
Breakfast At Tiffany's
Breakfast at Tiffany & Co. with an economic and financial update from Jenny Harrington of Gilman Hill Asset Management
Hopkins Vineyard Triathlon
Carolyn Frzop of Colony Wealth Advisors participated in the Hopkins Vineyard Triathalon
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Up Next: The Washington Update with Jeff Bush
A nonpartisan overview of the political environment, prospective legislation, and strategies for investment and retirement planning.
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Video Library
Three Tips for Saving
Simple changes to start saving money
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 01, 2025
A big congratulations to Paul Orbon, our new team member, on earning his Series 7 license. We are so proud and truly appreciate the value he brings to this team.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Behind The Name
We're often asked how our team chose the name "Colony Wealth Advisors." We chose "Colony" to honor Frank O'Meara’s brother Ben, who was a world renowned, Hall of Fame rider and trainer...
Looking Beyond the Abyss
From February 19, 2020, through March 23, 2020, the stock market experienced a peak-to-trough 35.4% decline that left investors fearing there was no bottom in sight. Three trading sessions later, the S&P 500 had rebounded 20.31% before eventually rallying as much as 35.9% to within 12.3% of its all-time high.
Again and a-Ghen: From Bronx Bombers to Bomb Lances
This is the first article in a series of articles about exceptions to the rule, and they make me think of a quote attributed to Mark Twain, “History doesn’t repeat itself but it often rhymes.”
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.