A complete list of active advisors currently associated with Columbia Benefits, LLC

Warmer can help you find a great advisor at Columbia Benefits, LLC or one who fits your needs even better.

The firm provides comprehensive financial planning and discretionary asset management to individuals, trusts, small business owners, qualified and non‑qualified retirement plans, charitable organizations, and endowments. Its service set includes portfolio management, financial planning, retirement plan consulting and third‑party administration (TPA), and licensed insurance sales. Portfolios are managed on a discretionary basis using an open‑architecture platform, combining fundamental and qualitative security analysis with asset‑allocation decisions and both long‑ and short‑term strategies as appropriate; clients receive quarterly reporting and at‑least‑annual reviews. The firm develops individualized risk profiles and customizes recommendations based on each client’s objectives, time horizon, liquidity needs, and prior investment history. Distinctive for a solo independent adviser, the firm routinely provides pension consulting and TPA services for plan sponsors and acts as an investment fiduciary for ERISA plan accounts, performing tasks such as nondiscrimination testing, recordkeeping support, and audit assistance. The firm and its representatives are also licensed insurance brokers/agents, disclose that insurance commissions may be received, and note that a material portion of practitioner time (about 20% on retirement‑plan work and about 10% on insurance activities) is devoted to those services.

To learn more about the advisors currently working at Columbia Benefits, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Gary Davis	Centennial, CO	22

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