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Our Mission

Enriching the Lives of Our Clients

We take each day as an opportunity to enhance the financial future of our individual clients and businesses and help them to create a lasting legacy.

One of our primary goals is to develop a long-term, trusting relationship with you.

What Sets Us Apart

Managing over $2.2 Billion in client assets and nationally recognized as one of the top wealth management programs in the country among financial institutions. In addition, we have two Financial Planners and a Wealth Protection Strategist on staff so we can help clients address all of their financial considerations. Our goal is to create long-term relationships with our clients, which allows us to help them navigate as their life unfolds, and we never take a cookie-cutter approach; our efforts center around providing customized guidance and solutions for each of our clients. 

We take our cue from our parent company, Columbia Bank, who is consistently recognized for their service to the communities they serve. A culture centered around building enduring relationships, driving innovation that helps simplify a client’s life and work, and a commitment to serving others in our community.

Our Services

  • Retirement Planning through all three phases of retirement - Accumulation, Distribution, and Legacy.
  • As a Financial Planning focused program we have the ability to create comprehensive solutions for individuals and businesses.
  • Several of our advisors and their teams have expertise in the design and implementation of retirement plans to include transitioning plans from other advisors to create a more effective platform that benefits both the plan sponsor and their participants.
  • Risk Assessment and Mitigation through the use of sophisticated strategies like Trusts, Life Insurance, Key Man Insurance, and Business Continuation Plans.
  • Estate Planning - We work together with CPAs, Estate Planning Attorneys, Insurance Providers, and Trust Companies to help create an Estate Plan that will allow assets to pass per the client’s wishes and to help minimize tax liabilities that can arise with this complex subject.
  • Cash Management and Liquidity Solutions - We work with many corporations and non-profits to provide cash management solutions that balance their liquidity needs and their growth/income objectives.
  • Minimizing Tax Liability through well thought out investment structures and asset location. Our experience has taught us that the location of an asset is just as important as how it is invested.
  • Life Insurance and Long-Term Care Insurance to help our clients protect assets, protect their businesses, and to provide for their loved ones.
  • Trust Services - Through Columbia Trust Company**, a wholly owned subsidiary of Columbia Bank, we can leverage their 53 years of serving clients in the Pacific Northwest. They can provide a full range of trust services, including non-traditional assets and business ventures. 

** Columbia Trust Company is not affiliated with any Cetera entity.

Our Broker Dealer

Cetera Investment Services is our broker dealer partner. Cetera Financial Group is one of the largest and most recognized companies in the country. Cetera gives our financial advisors, planners, and operations personnel access to research teams and industry experts, providing additional support to CB Financial Services clients.

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