Due Dilligence

If you want to know more about how your money is managed, and why our team is trusted to manage over 800 accounts, please use the resources below.

CREDENTIALS

Verify our CFPs at
www.letsmakeaplan.org
Verify out CPAs at cpaverify.org
Verify our CFA at cfainstitute.org

Licenses

Our firm and all advisors can be researched on the SEC website at: https://adviserinfo.sec.gov

Custody

We don’t hold your money, Charles Schwab does. Learn more about Charles Schwab here.

Who we are

Columbia Advisory Partners

Independence

Our leadership team has worked hard to eliminate our conflicts of interest, avoided inflated fees to pay for a fancy downtown office, and don’t tell our team what to sell. We are proud to have built a business we want to refer our friends and family to.

Integrity

We are fiduciaries - a privilege we take seriously. We are legally obligated to act in your best interests at all times, and that is exactly what our team does. When you receive advice from CAP Northwest, you can rest assured it is in your best interests, not ours.

Innovation

As your advisors, we don’t operate a set-it-and-forget-it business model so we can hit the golf course early. We are constantly researching and implementing strategies to help you achieve your financial goals faster, cheaper, and with less stress.