Column Capital Advisors, LLC
Column Capital is a fee-only wealth management firm that provides financial and tax advice to high net worth individuals and families.
Fewer Conflicts of Interest • Independent, Objective and Fee-only. • Do not sell products or receive referral fees or commissions. Credentialed Professionals • Our group of advisors has years of formal education, decades of experience and maintain multiple professional credentials (CFP®, CPA, JD, CFA, & CIMA) • Maintain less than 50 client relationships per advisor. Approach • Offer an approach that integrates Investment Management, Financial Planning and Income Tax Planning. • Utilize tax expertise to help you keep more of what you earn resulting in greater wealth accumulation. • Strive to understand your personal goals and objectives and focus on helping you accomplish them. Institutional Investment Platform • Utilizes a due diligence process designed to identify and oversee top investment managers. • Separate custody, investment management, and reporting responsibilities to provide further protection against fraud or theft. • Help identify and negotiate lower investment fees for our client portfolios. We also structure the portfolio to minimize income taxes.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.