MY WHY
Why I Became a Financial Advisor
I grew up watching my father build his practice. He’s the reason I wanted to do this work. He built his career by doing the right thing for people rather than taking the easy dollar, and seeing that shaped how I think about helping families work through the biggest financial decisions of their lives.
At my first job, I learned how to start a conversation and make someone’s day a little better. Even on a customer’s worst day, it mattered that somebody cared for a few minutes. At my pressure-washing business, I found my interest in entrepreneurship and learned how much a company depends on taking care of its clients. Do right by people, and it comes back to you.
Life is full of uncertainty. My goal is to help you pursue your financial goals through careful, ongoing planning, so you can spend your time and energy on what matters most to you.
About Colin
Colin Perry joined Forum Financial Management in 2026 as a Financial Advisor. Prior to joining Forum, Colin contributed to various company initiatives in several roles at PR Wealth Management Group, including serving as a financial advisor. Colin also co-founded a pressure washing company with a friend and grew it to serve more than 700 residential and commercial clients across the Quad Cities.
Colin’s approach is built on solutions and understanding. He wants clients to understand the problem that is being solved and why the plan addresses it, not just walk away with a product that patches the issue temporarily. Education is part of the work, not an add-on to it.
Colin is a member of the Quad Cities Estate Planning Council. He volunteers with Royal Family KIDS Camp, an organization that serves children in the foster care system. The goal of the camp is to give each child one week where they feel like the most valued kid on earth — a week where their worries don’t exist.
Colin is a graduate of Moline High School in Moline, Illinois.
When Colin is not working or volunteering, he enjoys playing pickleball and skiing when he can.
FREQUENTLY WORKS WITH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally, your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.
