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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

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

Latest Stockboy Edition

Spring 2022

Bear Market 2022

July 1, 2022

The Rough Start Continues The 2nd quarter of 2022 brought more and greater pain for investors as we hit the definition of a bear market – the stock market (S&P 500) being down 20% from its recent high, reached coincidentally right at the end of 2021. During this market fall, there have been very few …

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Latest Office News

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Seriously Sarah

July 1, 2022

The title alliteration is a stretch…but seriously, our part-time remote employee, Sarah, worked with us in the office for a week! In this edition of our employee newsletter, Sarah reflects on all the things she enjoyed about being back as an ‘in-person’ employee at Columbia Asset Management — The last time I physically worked in …

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

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