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Columbia Asset Management, LLC is a professional wealth management firm providing personalized investment advisory services for clients desiring effective long-term advice.

Columbia Asset Management office by train tracks, cars in parking lot, and Ann Arbor trees

Columbia Asset Management, LLC is a professional wealth management firm providing personalized investment advisory services for clients desiring effective long-term advice.

What makes us different?

Customized Advice - two blue office chairs sitting towards one another by the office window

We avoid formula-based portfolios because we embrace the fact that no two clients' specific goals and needs are the same.

We’ve maintained a 99%+ client retention rate on an annual basis since opening in 1997.

Long-term relationships - trees and train tracks looking over Ann Arbor
friendly-and-fun

We truly enjoy our work, and we believe our company culture and office reflect this.

Meet the Team

NEW team picture

Meet the people who make up our Columbia Asset Management family.

Latest Stockboy Edition

fall train_2025

Musical Investment Chairs – When Will the Music Stop?!

October 1, 2025

It All Doesn’t Matter… Until It Does The markets continue to move upward, despite persistent inflation, ballooning national debt, tariffs taking effect and a general uneasiness both near and far. It’s said that the stock market does not necessarily reflect the state of the world but, instead, simply how corporate profits are doing. This seems …

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Latest Office News

Fall 2025

These are a Few of our Favorite Fall Things

October 1, 2025

Happy Fall! It’s no secret that fall is a beautiful time and many of us in the office look forward to this season; therefore, we decided to do a group newsletter on some of our favorite fall activities. You may also notice a new name in the responses we have a new employee, Chris Luong, …

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Learn more about how we serve our clients in our Client Relationship Summary (CRS)

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