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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

Perspective-A Very Useful Tool During Unusual Times

October 1, 2020

Back to Normal? The stock market had a strong 3rd quarter on the heels of a major recovery in quarter two. Having been broadsided by the pandemic during the first quarter, markets are now generally around level for the year (some parts up, others down). Growth stocks of all sizes have led the way up …

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Latest Office News

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

A New World!

April 1, 2020

We hope you and your loved ones are staying safe and healthy!  It has not been the same without seeing our clients in person, but we are grateful to be able to continue to assist you all even while we do our best to stay socially-distant from each other.  We have been staying busy with …

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

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