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?

Customized Advice

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

Long-term Relationships

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

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

Another Great Year – Where Do We Go From Here?

January 1, 2026

2025: A Surprisingly Good Year Given the headlines from January through December, one could certainly be forgiven if they assumed the stock market was down for 2025. Though the market definitely struggled through mid-April (especially just after the tariffs were announced), it quickly and forcefully bounced back. Why? It seems, regardless of the oft-disconcerting news …

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, …