Columbus Advisors

A Financial Planning Partner for Every Stage of Life

Financial Planning · Wealth Management

Columbus Advisors is a multi-generational financial planning firm built to guide clients through every stage of their financial life — from young professionals and families working to build wealth, to those navigating their peak earning and accumulation years, to clients preparing for or already enjoying retirement. Whatever stage you're in, our approach starts with comprehensive financial planning and extends into individually tailored investment management, estate planning, and ongoing guidance designed around your goals. As Investment Advisor Representatives (IARs) and CERTIFIED FINANCIAL PLANNER™ professionals, we serve as fiduciaries on all advisory accounts — meaning your interests come first, always.

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Columbus Advisors

A Financial Planning Partner for Every Stage of Life

Financial Planning · Wealth Management

Columbus Advisors is a multi-generational financial planning firm built to guide clients through every stage of their financial life — from young professionals and families working to build wealth, to those navigating their peak earning and accumulation years, to clients preparing for or already enjoying retirement. Whatever stage you're in, our approach starts with comprehensive financial planning and extends into individually tailored investment management, estate planning, and ongoing guidance designed around your goals. As Investment Advisor Representatives (IARs) and CERTIFIED FINANCIAL PLANNER™ professionals, we serve as fiduciaries on all advisory accounts — meaning your interests come first, always.

Learn More

Columbus Advisors

A Financial Planning Partner for Every Stage of Life

Financial Planning · Wealth Management

Columbus Advisors is a multi-generational financial planning firm built to guide clients through every stage of their financial life — from young professionals and families working to build wealth, to those navigating their peak earning and accumulation years, to clients preparing for or already enjoying retirement. Whatever stage you're in, our approach starts with comprehensive financial planning and extends into individually tailored investment management, estate planning, and ongoing guidance designed around your goals. As Investment Advisor Representatives (IARs) and CERTIFIED FINANCIAL PLANNER™ professionals, we serve as fiduciaries on all advisory accounts — meaning your interests come first, always.

Learn More

Discover A New Way

How long will your income last in retirement?

Unless Social Security, retirement plan income and streams of income from assets such as real estate are enough, chances are you will need to generate income from your assets including IRA’s and other retirement plan assets and other assets in your estate.

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When should you start your Social Security?

Waiting to age seventy to start drawing your social security significantly increases your retirement income.

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The S&P 500 went down 500 Down -55.25% from its 2007 peak to its bottom in 2009.

Can you wait four years for your account to return to it's prior value?

Is your retirement income positioned to withstand a major market downturn?

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Are you over age seventy, in need of more income?

For investors who are interested in providing some guaranteed income from their portfolios, an income annuity should be a consideration, especially if one is older and in good health. With guaranteed cash flows on initial investments of 6%, 7% or higher guaranteed by strong companies for life, they may be able to offer more income than alternatively conservative investments.

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Have you reduced the impact of probate costs on your estate?

Tax reform has eliminated Federal Estate taxes on most estates that are less than $20 million; However, the costs of probate can be rather significant.

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Is your Revocable Living Trust eliminating probate costs as it should?

The main reason people set up revocable living trusts is to eliminate probate costs. However, failure to follow through in the asset registration can destroy the plan.

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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.

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Your Financial Future, Clearly Mapped

Thoughtful guidance for every stage of your financial life.

Every stage of life brings its own unique challenges and opportunities — from building a career and raising a family to preparing for retirement and planning a legacy. We work alongside our clients through each of these transitions, helping them make sense of their options and move forward with confidence.

Your financial success is our only priority. We take the time to understand your personal situation, your goals, and your comfort with risk — because sound advice starts with truly knowing our clients. Long-term relationships built on open, honest communication are the foundation everything else is built on.