Broker Check

Columbus Advisors

 Retirement Planning  / Investment Portfolio Management  /  Estate planning / Comprehensive Financial Advice

Columbus Advisors provides our clients with comprehensive investment advisory experience. While our client base varies in age demographics, we specialize in helping people that are in retirement or preparing to enter that phase of life. Our retirement-centered practice gives clients the individually tailored planning, investment management and services they need and deserve. As Investment Advisor Representatives, we serve as fiduciaries on all of advisory accounts.

Discover A New Way

<b>Client Centered</b>

Client Centered

Our advisory business model enables us to be completely focused on your needs and goals. We have partnered with an independent broker dealer, Securities America, to ensure that we are 100% agnostic in our recommendations.

We are limitless with the tools at our disposal to best equip our clients for success. We take great pride in the service we provide for our clients. Our greatest achievement is helping people navigate to their goals and achieve their financial dreams.

<b>Based In The Bay Area</b>

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.

Your Financial Future

Today’s economic environment presents many challenges. Along with these challenges comes opportunities and potential rewards for those who can identify trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

Our first priority and only objective is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.