Business Details
29 Years
experience
Trusted Wealth Management Services in Ann Arbor
Columbia Asset Management was founded in 1997 by Brian H. Weisman, a seasoned professional holding multiple certifications including CFA, CFP, CPA, and CMA. Our firm specializes in personalized investment advisory services, crafting customized portfolios that align with each client's unique financial goals. We serve a diverse clientele, including individuals and institutions, both nationally and internationally. As an SEC Registered Investment Advisor and fiduciary, we prioritize transparency, integrity, and long-term client relationships. Our fee-only structure ensures no hidden costs, with management fees below industry averages.We maintain a 99%+ annual client retention rate, reflecting our commitment to exceptional service and effective investment strategies. Our team collaborates with leading custodians like Charles Schwab, Vanguard, and Fidelity to optimize client outcomes. We avoid formulaic approaches, recognizing that each client's needs require tailored solutions. Our culture emphasizes professional excellence and client-centric values, demonstrated through quarterly portfolio reporting and continuous market monitoring. With over 25 years of experience, we combine deep expertise with a personalized approach to wealth management.
Services
Investment Advisory
Portfolio Management
Financial Planning
Retirement Planning
Estate Planning
Private Equity Investments
Details
- Year established: 1997
Highlights and features
- We create customized investment portfolios tailored to individual client goals
- Maintain a 99%+ annual client retention rate since 1997
- Operate as a fee-only fiduciary with transparent pricing
- Team holds multiple industry certifications including CFA, CFP, and CPA
- Partner with top-tier custodians like Charles Schwab and Vanguard
Associations and certifications
- SEC Registered Investment Advisor
Services
Investment Advisory
Our investment advisory services provide customized portfolio strategies tailored to individual financial goals. We combine market expertise with personal attention to create diversified investment solutions. Our approach focuses on long-term growth while maintaining strict fiduciary standards.
Portfolio Management
We offer comprehensive portfolio management services that adapt to changing market conditions and client needs. Our strategies incorporate various asset classes including stocks, bonds, and private equity. Regular monitoring ensures optimal performance and timely adjustments.
Financial Planning
Our financial planning services integrate investment management with comprehensive wealth strategies. We address retirement planning, estate considerations, and tax-efficient solutions. Each plan evolves with clients' changing life circumstances and financial objectives.
Retirement Planning
Specialized retirement planning services help clients achieve financial independence. We develop sustainable withdrawal strategies and optimize tax-deferred accounts. Our approach ensures portfolio longevity throughout retirement years while maintaining growth potential.
Private Equity Investments
Private equity investment services provide access to non-traditional market opportunities. We carefully select alternative investments that complement traditional portfolios. These strategies aim to enhance diversification and potentially increase long-term returns.
People
Brian H. Weisman
President & Founder
Brian H. Weisman, founder of Columbia Asset Management, holds CFA, CFP, CPA, and CMA certifications. With over 25 years of experience, he develops investment strategies and maintains direct client relationships. His expertise guides the firm's overall direction.
Linda Meadows
Principal
Linda Meadows, a Certified Financial Planner, serves as Principal at Columbia Asset Management. She focuses on client relationship management and financial planning strategies. Her experience spans over two decades in wealth management services.
Christen Sando
Senior Financial Analyst
Christen Sando, Senior Financial Analyst, has contributed to Columbia Asset Management for 15 years. She specializes in portfolio analysis and investment research. Her work supports the development of customized investment solutions for clients.
Kory Salagean
Financial Advisor
Kory Salagean, a Certified Financial Planner, provides financial advisory services to individual clients. He focuses on investment strategy implementation and client education. His approach emphasizes long-term financial success through personalized planning.
Jessica Hoard
Chief Compliance Officer
Jessica Hoard serves as Chief Compliance Officer, ensuring regulatory adherence across all operations. She oversees compliance protocols and risk management practices. Her leadership maintains the firm's SEC registration standards and fiduciary commitments.
Questions
What investment approach does Columbia use?
We create customized portfolios based on individual client goals rather than using formulaic approaches. Our strategies adapt to changing market conditions and personal circumstances.
Are you a fiduciary?
Yes, we are an SEC Registered Investment Advisor and operate as a fiduciary, always putting client interests first in all financial recommendations.
How are fees structured?
We operate on a transparent fee-only basis with no commissions or hidden costs. Our asset management fees are below industry averages and clearly disclosed.
What services do you offer?
We provide investment advisory services, portfolio management, financial planning, retirement planning, estate planning, and private equity investment opportunities tailored to individual needs.
How long have you been in business?
Columbia Asset Management was founded in 1997 by Brian H. Weisman and has maintained a 99%+ client retention rate since opening.
Where are you located?
Our main office is located at 924 North Main Street, Suite 1, Ann Arbor, MI 48104, serving clients nationally and internationally.
