Colin Casey, CFP®, CEPA®, EA®
Wealth Advisor
Phone: 248-647-2400 ext. 222
Text: 248-283-4981
Fax: 248-647-1643
Email: colin@stonebridgefinancialpartners.com
About Me
Colin Casey works with individuals, families, and business owners who want their finances to feel more coordinated and intentional, especially when accounts aren’t aligned, tax strategies feel reactive, or uncertainty about the future creeps in. Many clients come to him concerned about market volatility or whether their money will last through retirement. Colin brings structure to those moving pieces so they can move forward with greater clarity and confidence.
As a CERTIFIED FINANCIAL PLANNER® and tax professional, Colin integrates investment management, financial planning, and tax strategy into one cohesive approach. He works proactively alongside clients’ CPAs to keep financial decisions and tax outcomes aligned, not working against each other. The moments that matter most in his work often come during times of transition: guiding a surviving spouse, helping a business owner plan for an exit, or supporting a client through the shift from saving to spending in retirement.
Colin grew up caddying, which taught him two things pretty quickly: show up and do the work and learn how to talk to people. Both have served him well. Colin holds his CFP®, EA and CEPA designations and graduated from Michigan State University with a degree in business management. Outside of work, he’s on the golf course whenever possible or at the beach with his wife, Brittany, and daughter, Jovie. Faith shapes how he approaches his work and his clients, and he doesn’t take lightly the fact that people bring him into some of the most important conversations of their lives.
Expertise & Focus
Business Owner Exit Planning and Pre-Retiree Planning
Licenses, Awards, & Recognitions
- CFP® - Certified Financial Planner
- CEPA™- Certified Exit Planning Advisor
- EA® - Enrolled Agent (Tax practitioner who is federally authorized by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service (IRS).
