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
Ben Matheny
Client Service Manager & Associate Analyst
Arlene Ashcraft, CFA, ASA
Principal & Shareholder
Robert Regis, ASA
Senior Associate
Nic Staloch, ASA
Principal & Seattle Office Director
Brady Cary
Associate
Phil Rogers
Administrative Assistant
Donna Walker, CFA, FASA, ARM-BV
Principal & Founding Shareholder
Mary McCarter, CFA, FASA
Principal & Founding Shareholder
Donny Springer, ASA
Principal & Shareholder
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.
