Business Details
29 Years
experience
Your Trusted Wealth Management Partner 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 goals and risk profiles. We serve both individual and institutional clients nationally and internationally, maintaining a 99%+ annual client retention rate through our commitment to transparency and client-centric service. As a fee-only advisor, we charge below-industry-average asset management fees with no hidden costs, earning trust through strategic implementation and quarterly reporting.Our custodial partnerships with Charles Schwab, Vanguard, Fidelity, and TIAA CREF reflect our dedication to combining competitive pricing with exceptional service quality. We operate as an SEC Registered Investment Advisor, upholding fiduciary standards while avoiding formulaic portfolio approaches that fail to address individual client needs.
Services
Investment Advisory
Portfolio Management
Financial Planning
Retirement Planning
Estate Planning
Details
- Year established: 1997
Highlights and features
- We avoid formula-based portfolios to address unique client needs
- 99%+ client retention rate since 1997 demonstrates client satisfaction
- Fee-only structure with transparent pricing below industry averages
- Custodial partnerships with top-tier financial institutions
- Team of certified professionals with multi-decade industry experience
Associations and certifications
- SEC Registered Investment Advisor
Services
Investment Advisory
Our investment advisory services create customized portfolios aligned with individual financial goals and risk tolerance. We combine market expertise with personalized strategies to optimize long-term returns while maintaining strict fiduciary standards. Our approach emphasizes continuous portfolio monitoring and quarterly reporting to ensure alignment with evolving client needs.
Portfolio Management
Portfolio management services focus on strategic asset allocation across diverse investment vehicles including stocks, bonds, mutual funds, and private equity. We implement data-driven decisions while maintaining fee structures below industry averages, ensuring cost-effective management of client assets through leading custodial platforms like Charles Schwab and Vanguard.
Financial Planning
Comprehensive financial planning addresses retirement readiness, tax optimization, and estate preservation. Our certified professionals develop holistic strategies that integrate investment management with life-stage financial goals, emphasizing transparency and long-term wealth sustainability through regular client communication and portfolio adjustments.
People
Brian H. Weisman
President & Founder
Founder of Columbia Asset Management with over 25 years experience. Holds CFA, CFP, CPA, and CMA certifications. Author of the Stockboy newsletter since 1990. Specializes in customized investment strategies and fiduciary advisory services.
Linda Meadows
Principal
Certified Financial Planner with extensive experience in client relationship management. Contributes to portfolio development and financial planning strategies while maintaining the firm's commitment to personalized service and fiduciary standards.
Christen Sando
Senior Financial Analyst
Senior Financial Analyst with 15 years of service. Provides analytical expertise for portfolio management and investment research while maintaining direct client communication regarding market developments and portfolio performance.
Questions
What investment services do you offer?
We provide customized investment advisory services including portfolio management, financial planning, retirement strategies, and estate planning tailored to individual client needs.
Are you a fee-only advisor?
Yes, we operate as a fee-only investment advisor with transparent pricing below industry averages and no hidden fees or commissions.
What custodians do you work with?
We primarily partner with Charles Schwab but also work with Vanguard, Fidelity, and TIAA CREF to provide competitive pricing and quality service.
How long have you been in business?
Columbia Asset Management has served clients since its founding in 1997 by Brian H. Weisman.
