Your most important journeys require a map

Find Your Way

FIND US AT THE INTERSECTION
OF LIFE AND MONEY

We believe that true wealth is that which empowers connection, exploration, and peace of mind.  Indeed the best things in life are free but it takes planning to build a solid foundation for them to flourish.

How We Work

Flat Fee

No products. No guesswork. No conflicts. We offer complete transparency in every service so you can focus on dreams, not decimals.

Fee-Only

We do not receive compensation from any source other than the clients we partner with and never take commissions.

Fiduciary

An obligation and passion to place your interests above all else. Wouldn’t you like to work with a financial advisor that puts your interests ahead of theirs?

Independent

Columbus Street is not owned by a bank, insurance company, or brokerage firm. The only person we answer to is you!

High Net Worth

Simplify your financial complexity and achieve long-term goals.
  • Real estate and business transfer strategies
  • Pension and social security maximization
  • Roth conversion strategies
  • Estate and legacy trust planning
  • Private investment
Manage More
Our Services

Retirement

Connecting your portfolio to your personal goals, values, and what matters to your family.
  • Asset allocation
  • Diversification
  • Passive and active investing
  • Value investing
Get Ready

Financial Planning

Designed for individuals and families seeking a proactive and personalized experience.
  • Retirement planning
  • Equity compensation considerations
  • Life insurance needs analysis
  • College funding
  • Charitable gifting
Get Strategic

Keep more of what you earn. Do more of what you love.

Want to know more? Get in touch.
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