A complete list of active advisors currently associated with Columbus Street Wealth Management, LLC

Warmer can help you find a great advisor at Columbus Street Wealth Management, LLC or one who fits your needs even better.

Columbus Street Wealth Management is an SEC‑registered independent investment adviser that provides discretionary portfolio administration, standalone financial planning and pension consulting to individuals, high‑net‑worth clients, trusts, corporations and charitable organizations. The firm operates as a small, single‑advisor practice serving roughly 82 client relationships and offers both ongoing portfolio management and project‑based planning engagements. The firm builds individualized portfolios through asset allocation and a mix of passive and active strategies (including use of Dimensional funds and fixed‑income allocations) and may utilize third‑party sub‑advisers for implementation. Its process emphasizes qualitative analysis and long‑term positioning, and the firm discloses that it may employ margin borrowing and derivatives (options and similar instruments) within separately managed accounts when appropriate. What distinguishes the firm from many peers is its combination of institutional‑type services and small‑firm model: it provides pension consulting for plan sponsors and serves charitable and other institutional clients while using a co‑advisory/sub‑adviser implementation approach (including an arrangement with Belle Haven Investments L.P.). The firm also departs from the typical independent‑adviser billing model by not relying on a firm‑level percentage‑of‑AUM fee structure, instead using flat/hourly planning fees and advisory arrangements billed through sub‑advisers.

To learn more about the advisors currently working at Columbus Street Wealth Management, 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.