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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

Photos of all six team members at Columbia Asset Management, looking happy and friendly
Photos of all six team members at Columbia Asset Management, looking happy and friendly

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

Latest Stockboy Edition

a train making its way along a raised bridge in the forrest

Big Is Getting Bigger and Is that a Storm or Just Some Clouds?!

October 1, 2021

  Storm Clouds or Will It Pass Over? For quite a while, the stock market seemed to know only one direction since the dark days of March, 2020.  Then September came along and the market promptly fell over 4.5% for the month.  September and October are known to be volatile months and 2021 proved no …

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Latest Office News

bright sunny office space with high high ceilings and people working below

Chatting with Christen

October 1, 2021

It’s been over three years since we chatted with Christen. Since she was last interviewed for our employee newsletter, her family moved from California- where her husband completed his microsurgery fellowship at Stanford- to Carmel, Indiana. Her oldest son, Parker, is now in third grade, and Eli, who is about to turn five, will begin …

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

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