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

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

Columbia Wealth Advisors LLC is a fee‑based investment adviser that provides discretionary investment account management and financial advice to individuals, families and businesses. The firm also works with charitable institutions, foundations, endowments and trust programs and offers general estate‑planning coordination and referrals to attorneys, CPAs and appraisers. The firm begins new relationships with an initial meeting to gather investment objectives, financial information and risk tolerance, then implements portfolios using a mix of fundamental and technical analysis, asset allocation and cyclical analysis. Accounts are monitored regularly and clients with accounts over specified thresholds are offered at least an annual review; the firm uses TradePMR (now part of Robinhood) as its primary custodian and relies on that platform for trading and reporting. Compared with many solo independent advisers, Columbia Wealth Advisors notes a meaningful institutional and nonprofit client mix and maintains insurance‑industry activity: its investment adviser representatives are licensed to sell and service insurance products and may receive commissions, a disclosed conflict the firm addresses through client disclosures and its code of ethics. The firm also emphasizes coordination with other professionals for estate and tax matters and uses custodial technology and fee‑deduction arrangements that affect execution and client reporting.

To learn more about the advisors currently working at Columbia 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.

Name	Location	Years of experience
Andrew Kangas	Scappoose, OR	10

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