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Welcome to Column Capital

Column Capital is an independent, objective, and fee-only wealth management firm that provides wealth management services to high net worth individuals and families. Through our expertise and ability to integrate investment management, financial planning, and tax services, we offer a more complete solution to address your wealth management needs.

Our highly-credentialed professionals bring years of formal educational training and decades of experience. By maintaining a select number of clients, we are able to design and oversee your overall financial situation and maximize your after-tax wealth. Our firm’s approach to wealth management seeks to keep you focused on where you want to go as we advise you on how to get there. We maintain a disciplined approach to helping you realize your dreams, in the present and for your future.

Helpful Content

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

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InvestmentNews is not affiliated with CCA. For the 2018 ranking, InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

Based on the above description, the methodology used to evaluate inclusion on the “Investment News Top 10 Fee Only Registered Investment Advisers” ranking in Indiana quantifiable and objective, and that the participating firms had no subjective input in the analysis. CCA applied for consideration, and the result was independently granted. InvestmentNews does not require membership or payment in order for award participants and/or applicants to be considered for an award designation. However, CCA may pay a fee in exchange for plaques, logo licensing, or article reprints commemorating the designation. While CCA would pay this fee after receiving the designation and not as a condition precedent to receiving it, the fact that CCA pays any fee with respect to its receipt of the designation should be considered if such designation is a factor in a client or prospective client’s evaluation of whether to initially to engage or continue to engage CCA for investment advisory services. Based on its stated methodology, InvestmentNews does not name registered investment advisers if the ratings are not statistically valid; and there are no facts that would call into question the validity of the inclusion on list or the appropriateness of CCA advertising the same. CCA is unaware of any undisclosed facts that could potentially invalidate the appropriateness of the above ranking. By virtue of disclosing this ranking, CCA is disclosing favorable ratings (to the extent that CCA is ranked above other registered investment advisers) and unfavorable ratings (to the extent that CCA is ranked below other investment advisers).The ranking is not be representative of any one client’s experience because of the way in which it is calculated. The designation is not indicative of CCA’s and its advisors’ future performance, or any future performance pertaining to its clients’ investments, nor should it be construed as a current or past endorsement by any of its clients.

Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any degree, designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Column Capital is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of Column by any of its clients.

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