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Appraisals with Value.

Independence   |   Integrity   |   Experience   |   Client Service

Columbia Financial Advisors is a nationally recognized business appraisal and financial advisory firm, primarily serving privately held companies and their shareholders.

 

Columbia Financial Advisors provides business valuation, financial advisory services, and litigation support to clients throughout the country. We serve small, closely held companies as well as some of the largest privately held companies in the country and publicly traded firms.

Over the years, we have earned a reputation for rigorously determined analysis and conclusions. Because the work we do forms the basis for critical business decisions that impact peoples lives and livelihoods, it must be reliable beyond question.
 

 

Phone

(503) 222–0562

 

Location

720 SW Washington
Suite 650
Portland, OR 97205

Services:

Our people are our greatest asset, and we have really amazing people...

Kathryn Aschwald, CFA, ASA Principal & Founding Shareholder

Kathryn Aschwald, CFA, ASA
Principal & Founding Shareholder

Arlene Ashcraft, CFA, ASA Principal & Shareholder

Arlene Ashcraft, CFA, ASA
Principal & Shareholder

Brady Cary Associate

Brady Cary
Associate

Thomas Cool Associate

Thomas Cool
Associate

Mary McCarter, CFA, FASA Principal & Founding Shareholder  

Mary McCarter, CFA, FASA
Principal & Founding Shareholder
 

Donny Springer, ASA Principal & Shareholder

Donny Springer, ASA
Principal & Shareholder

Ben Matheny Client Service Manager & Associate Analyst

Ben Matheny
Client Service Manager & Associate Analyst

Donna Walker, CFA, FASA, ARM-BV Principal & Founding Shareholder

Donna Walker, CFA, FASA, ARM-BV
Principal & Founding Shareholder

Robert Regis, ASA Senior Associate

Robert Regis, ASA
Senior Associate

Phil Rogers Administrative Assistant

Phil Rogers
Administrative Assistant

Over the years, Columbia Financial Advisors has played a pivotal role in hundreds of transactions for our clients, across a wide range of industries. Here is a sampling of recent ESOP transactions.