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 pension consulting to individuals, trusts, estates, charitable organizations, and business clients, including employer plan sponsors. Offerings include tailored portfolio construction and ongoing monitoring, standalone written financial plans and shorter consulting engagements, and consulting for participant-directed retirement plans. The firm implements customized asset allocation strategies that draw on Dimensional funds, fixed‑income allocations, and a mix of long‑ and short‑term trading approaches, and it uses qualitative analysis and periodic rebalancing in its process. It also works with independent sub‑advisers (including a co‑advisory arrangement with Belle Haven) to implement model allocations and, at clients’ request, may employ margin borrowing and derivative instruments within separately managed accounts. Noteworthy features for a solo independent adviser include serving institutional and charitable clients through pension consulting while relying on sub‑advisers for portfolio management rather than a standard percentage‑of‑AUM advisory model. The firm’s explicit use of borrowing and derivatives in SMAs combined with a fee structure emphasizing hourly/flat planning fees and sub‑adviser charges is atypical among comparable independent practices.

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.