ABOUT
WHO WE ARE
At Next Era Advisory Group, we are committed to helping individuals and businesses achieve lasting financial wellness through strategic guidance, data‑driven planning, and personalized service. With deep expertise in investment management, risk mitigation, tax optimization, and cash flow analysis, we deliver insights that empower our clients to make confident financial decisions. Our team combines years of experience in corporate finance, regulatory compliance, and wealth advisory to structure transparent, scalable solutions tailored to your goals. We believe in building long‑term relationships founded on trust, clarity, and integrity, where your priorities shape our approach. Whether you are planning for growth, managing uncertainty, or optimizing performance, Next Era Advisory Group provides the expertise, diligence, and support you need. Join us on a journey toward financial clarity, resilience, and success.
THE ARCHITECT BEHIND THE STRATEGY
DION COLEMAN, CPA
With over a decade leading tax strategy at the highest levels - combined with real-world trading mastery and a blueprint mindset-I serve as a bridge between expertise and execution.
I've worked as a Tax Director, professional options trader, and systems strategist for clients ranging from executives to entrepreneurs. But more than that, I help you see what others miss: the structural decisions, the compounding inefficiencies, and the untapped potential sitting in your blind spots.
My clients don't just want advice- they want insight that moves the needle.
Bachelors Degree, Accounting/Finance Masters Degree, Accounting
Certified Public Accountant
