Columbia Financial Advisors, LLP is an independent, privately owned investment advisory and consulting firm based in Washington, D.C. We focus on building customized portfolios for clients that reflect the interplay of each individual's investment, tax, and estate planning needs. Our team of experienced professionals has expertise in equities, mutual funds, fixed income, accounting, tax, retirement planning, and estate planning. Our broad base of knowledge in the areas of finance and accounting allow us to offer a one-stop-firm for our clients' financial management needs.

We believe that nurturing the accumulation of a solid investment portfolio is no longer a luxury, it is essential for financial security. Investors simply cannot count on an employer`s pension plan or social security to provide a satisfactory retirement. Personal investments must be the bedrock of any sound retirement strategy.

Brian McQuade, CPA is a Principal at Columbia Financial Advisors. Brian is also the Managing Partner of McQuade Brennan, LLP, a certified public accounting and consulting firm. With over twenty-five years of experience, he is generally regarded as one of the leading tax and financial planningspecialists in the metropolitan Washington, D.C. area. He is an advisor to a number of prominent individuals, pension plans, and corporations. Brian's major responsibilities at Columbia Financial Advisors include reviewal of investment recommendations and implementation of portfolio strategies.

Kathleen Norris is the Director of Investment Services at Columbia Financial Advisors. Kathleen graduated from Penn State University and has over 20 years of experience as a investment advisor. Prior to joining Columbia Financial Advisors, Kathleen worked with Merrill Lynch and UBS Paine Webber. She managedabout $50 million of investments at Merrill Lynch and UBS, which included extensive work with individual clients, small businesses, and trade associations. Her investment philosophy is based on a keen understanding of a client's objectives, and their short and long term goals. Each client's risk tolerance is assessed and is key to establishing a portfolio to help them achieve their goals.