Columbia Associates Wealth Management Group
(503) 446-5003
10200 SW Greenburg Road Suite 300, Portland, Oregon, 97223
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 5:00pm |
About us
Columbia Associates Financial Group was founded by Doug MacLardy in Vancouver, Washington, in 2005 when he was affiliated with LPL Financial. His tenure in the financial industry dates back to 1985 and includes firms such as Raymond James Financial Services, LPL Financial, and ING Financial. The company expanded in 2019 and Columbia Associates Wealth Management Group was formed by founding members Doug MacLardy, Tim Smith, and Robert Musante. Drawn by its client-first culture, Columbia Associates Wealth Management Group joined Concurrent Advisors in 2023. Visit our affiliate office at 16508 SE 24th Street, Suite 201, Vancouver, WA 98683.