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Columbia Benefits, LLC

Columbia Benefits, LLC 1720 S. Bellaire St., Suite 410
Denver, CO 80222

Phone:

303-759-1100

Fax:

303-759-1104

E-mail:

Model houses, keys, and financial documents

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.

Click Here to view our Suggested Reading

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A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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How Long Will It Take to Pay my Balance?

This calculator can help you determine how soon you can pay off your mortgage.

How Long Will Your Funds Last?

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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