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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

team-2022

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

Latest Stockboy Edition

Winter-Trains-2022

2021 Was Surprising, What about 2022

January 1, 2022

Why the Market is Unpredictable Going into 2021, there were lots of clouds on the investment horizon: Covid was raging and the vaccine was only just rolling out, many people were still out of work and yet the market did not reflect these woes. Though one should never try to predict a market’s annual performance …

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Latest Office News

Sunset Newsletter

Grateful for this Group!

January 1, 2022

As many of you know, the Columbia Asset Management team is made up of a group of us that are passionate about the work we do. We’re more than happy to help our wonderful clients and we enjoy spending time with one another while getting the job done. As Brian’s daughters have been known to …

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

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