Weisman, Brian Cfa CPA

At Columbia Asset Management, LLC, we are a team of seasoned financial professionals dedicated to providing personalized investment advisory services to our clients. Since our founding in 1997, we have built a reputation for delivering exceptional results and unparalleled service, earning us a 99%+ client retention rate on an annual basis.

Our Philosophy

We believe that every client is unique, with their own distinct goals, needs, and objectives. That's why we avoid formula-based portfolios and instead, take a personalized approach to investment management. Our team of experts works closely with each client to understand their specific requirements and develops customized investment portfolios that align with their goals. We are committed to providing sound investment advice, exceptional service, and unwavering professionalism, always putting our clients' interests first.

Our Services

As a fee-only investment advisor, we offer a comprehensive range of services designed to help our clients achieve their financial objectives. Our services include:

• Customized investment portfolio management
• Investment advisory services
• Financial planning and wealth management
• Retirement planning
• Estate planning
• Tax planning and optimization
• Risk management and insurance planning

Our team of experts has extensive experience in the financial industry, and we are committed to providing objective, unbiased advice to our clients. We do not accept commissions or any other form of compensation, ensuring that our advice is always in the best interests of our clients.

What Sets Us Apart

What sets us apart from other financial firms is our commitment to our clients' success. We take the time to understand their unique goals and needs, and develop personalized investment strategies that align with their objectives. We are dedicated to providing exceptional service, always keeping our clients informed and involved in the decision-making process. Our goal is to build long-term relationships with our clients, helping them achieve their financial goals and secure their financial future.