A complete list of active advisors currently associated with Columbia River Financial Group

Warmer can help you find a great advisor at Columbia River Financial Group or one who fits your needs even better.

Columbia River Financial Group provides investment management and financial planning for individuals, high-net-worth clients, trusts, estates, charitable organizations and business entities. It offers ongoing, customized advisory services—typically on a discretionary basis—and financial planning that can cover retirement planning, sale of a business, career transitions, and wealth transfer. The firm tailors portfolios to client objectives and time horizons and uses a mix of quantitative and qualitative analysis, including modern portfolio theory, regular monitoring and rebalancing. It constructs portfolios across a broad set of instruments (stocks, bonds, mutual funds, ETFs, closed-end funds, structured notes, options and margin) and manages the majority of assets discretionarily while maintaining some non-discretionary arrangements. Notable features include a compact, experienced team formed after the firm’s 2017 registration whose members largely share prior experience at Thrivent and hold advanced credentials (multiple CFP® designees and an APMA®). The brochure also discloses involvement by a team member in donor-advised fund activity, use of a national custodian that provides certain non-monetary benefits to the firm, and a stated minimum advisory fee that the firm notes may be higher than some peers.

To learn more about the advisors currently working at Columbia River Financial Group, 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.