About Us
About Us

Our history
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.
Our Services
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
503.208.7440