A complete list of active advisors currently associated with Columbia Strategic Wealth Advisors, LLC

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

Columbia Strategic Wealth Advisors, LLC is a small independent registered investment adviser that provides ongoing asset management and comprehensive financial planning primarily to individual clients, including professionals, executives, and business owners. The firm manages roughly $13.4 million for 29 clients as a solo practice and offers planning services that address retirement, employee stock option planning, business succession, charitable giving, and other specialty needs. Investment advice is delivered through a personalized, holistic process that considers goals, risk tolerance and time horizon and uses a mix of behavioral, fundamental, technical and cyclical analysis. Portfolios typically include mutual funds, ETFs and individual equities, and the firm implements strategies both directly and by introducing clients to third‑party managers and platforms (including AssetMark, Morningstar, Manning & Napier and a digital sub‑advisor), with ongoing monitoring and periodic reviews. What is most distinctive relative to peers is that the firm’s asset management is primarily non‑discretionary—clients retain final trading authority—which is uncommon among independent advisers of this type. A second notable feature is the integration of multiple implementation channels (institutional managers, wrap and unified managed account programs, and a digital platform) combined with flexible planning delivery (flat‑fee, hourly, and subscription) for a solo adviser with a small, concentrated client base.

To learn more about the advisors currently working at Columbia Strategic Wealth Advisors, 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.