Why Choose Us

OUR EXPERTISE

Client-First Philosophy

We believe a client-centered relationship is comprehensive financial advice directed by personal goals and concerns. Our thorough financial planning process is driven by listening first, forming a strategy, and following through with our service plan. We also enjoy spending time with clients outside of the office through volunteer and appreciation events.

Team Approach

In addition to over 50 years of combined industry experience, we have been working together as a team for more than seven years. We are truly collaborative in our work, and each client has at least two primary points of contact.

Independent and Fiduciary

Integrity is a core value at Columbia River Financial Group. Being independent and a fiduciary is the highest ethical stance in our industry. Our personal fiduciary standard goes beyond “best interest” - we want to be stewards of our clients’ success.
Scott Burns

Chad Peterson

"It is a blessing to be part of a team that shares similar values and cares for clients who inspire us every day."
Founder, Managing Member and Senior Financial Advisor

OUR CLIENTS

Individuals & Multigenerational Families

Whether you are looking back on a life of accomplishment or just starting to lay the foundation for a successful future, our services can provide for a lifetime of planning.

Non-Profit Organizations

Columbia River Financial Group firmly believes in the importance of charitable work. We strive to foster these organizations’ financial success, so they can fulfill their purpose and mission.

Retirees

Retirement income and distribution planning is a focus of our team. Either living in retirement or preparing, our engagement involves asset management, estate and tax efficiency planning, and more.

Entrepreneurs & Business Owners

We appreciate and admire the dedication it takes to run a business. We partner with businesses that look to achieve efficiency and desire financial planning, asset management, and more.

Strategic Partners

TD Ameritrade Institutional

While we are able to work with any custodian, the majority of our client assets are custodied at TD Ameritrade, Inc. TD, with over $750 billion in client assets, is an industry leader in providing excellent customer service at a low-cost.

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eMoney

eMoney’s robust financial planning software provides everything from simple calculators to complex estate plans. Account aggregation can give you a one-screen view of your entire financial picture, from bank accounts to real estate. In addition, a secure document vault allows for storage and document sharing.

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Morningstar

Providing accurate, timely and comprehensive reporting is of vital importance to CRFG and our clients. Morningstar is a leading portfolio research and reporting service in the industry.

CFP Board

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

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Meet the team

A personal client service approach.

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Contact Us

Find out if our services are right for you.

Get In Touch

Columbia River Financial Group, LLC is a registered investment adviser in the State of Washington and Oregon. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.