St Pete Beach, FL Office

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.