Thank you for visiting Columbia Benefits, LLC. The founder, Gary Davis, started in the financial services industry with State Mutual-The Denver Agency in 1982. He specialized in the employee benefits area with an emphasis on retirement planning and investment management. In 1996, Columbia Benefits was formed.
It's our goal to help you accumulate, preserve and distribute wealth using the best systems, investment platforms, investment choices and financial service companies available.
Columbia Benefits, LLC is a state registered investment advisory firm, providing services to individuals, small business owners, practices and trusts. We work in a team approach in conjunction with agents, attorneys, accountants, enrolled agents and CPAs to create a team of professionals focused on the client.
We hope to help you gain a better understanding and results of the financial benefits behind insurance, investing, retirement, estate planning, wealth management, wealth preservation and wealth distribution.
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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.