Why Choose Us

our values

Client-First Philosophy

Independent

Fiduciary

Certified Financial Planners

Fee-Only

Team Approach

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 & Families

Retirees

Non-Profit Organizations

Entrepreneurs & Business Owners

Strategic Partners

With Charles Schwab's recent acquisition of TD Ameritrade, it means a coming together of two of the industries largest custodians - they continue to offer excellent customer service at a low cost.

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Comprehensive financial planning software including client access, portal and document vault.

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Robust and interactive tool for reporting client portfolio and performance data.

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Risk assessment software establishing an appropriate investor and portfolio “risk number".

What is your risk number?

Meet the team

A personal client service approach.

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Contact Us

Find out if our services are right for you.

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Columbia River Financial Group, LLC is an Investment Advisor registered with the Securities and Exchange Commission.