Columbia Asset Management | Ann Arbor MI Wealth Management Firm

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?

Long-term Relationships

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

customized advise

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

Friendly & Fun

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

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

Meet the Team

At Columbia Asset Management, our team brings together decades of experience in wealth management and investment strategy. We are committed to delivering thoughtful, personalized guidance rooted in trust and integrity. Every client relationship is approached with care, discretion, and a focus on long-term results.

Our Advisory Team

Latest Stockboy Edition

Is Buffet a Norwegian Name?

April 27, 2026

2026: Off to an Unsteady Start! As we’ve moved into 2026, the investment landscape has shifted, at least temporarily. Things seemed steady to somewhat positive through February, but March brought attacks on Iran and fears of higher gas prices, inflation, costs of war and a slowing economy. Markets fell. We’ll see if any …

Latest Office News

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, …