Client Centered
Independent by Design. Focused on You by Choice.
Because we operate independently and partner with Osaic Wealth as our broker-dealer, we aren't tied to proprietary products, sales quotas, or any single firm's agenda. That independence gives us the flexibility to bring the right tools, strategies, and investment solutions to every client relationship — chosen because they fit your goals, not because they fit a corporate model.
Every recommendation starts in the same place: your goals. We build your plan around where you want to go, then bring the full breadth of the market to bear on getting you there. We take real pride in the service we provide, and our greatest measure of success is simple — helping our clients reach their goals and turn their financial vision into reality.
Based In The Bay Area
In the heart of San Francisco.
Columbus Advisor’s office is located in the Fisherman’s Wharf neighborhood. Our founding partners have deeply rooted ties to the neighborhood and community. While a large portion of our business is in in the greater Bay Area, we proudly serve clients across the country.