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 provides portfolio administration, financial planning and consulting, and pension consulting to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities. The firm serves both retail investors and employer plan sponsors with ongoing investment management and project‑based planning engagements. Its investment process centers on asset allocation, qualitative security analysis, and the use of passive asset‑class funds and third‑party sub‑advisers to implement model allocations and monitor portfolios for rebalancing and long‑term holdings. The firm discloses that, at clients’ requests, it may employ margin borrowing and certain derivatives strategies in separately managed accounts and operates in a co‑advisory model with independent managers. Compared with many independent, solo‑advisor peers, Columbus Street’s client mix and practices are uncommon: it works with institutional pension and charitable organization clients while managing roughly $144.5 million for about 82 clients. The firm also departs from the typical percentage‑of‑AUM billing model by relying on sub‑adviser fee arrangements and flat/hourly planning fees and completed SEC registration in May 2026.

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.