Dedicated to earning your trust

Our mission is to provide clients with dependable, accurate and honest financial advice for all of life's stages.

We understand the needs of affluent individuals, families, and business owners and we work diligently to help their financial picture aligns with their goals. 

Proud to work with a nationally recognized teammate

At The Columbia Group, we are very proud that Financial Advisor Mary Mathias has received the Forbes Top Women Wealth Advisor Best-in-State award in 2024. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Mary!

Recognized as a Forbes Best-in-State Wealth Management Team in 2024

SECURE 2.0 Act of 2022 may help Americans better prepare for retirement

SECURE 2.0 Act of 2022 may help Americans better prepare for retirement
Read more (SECURE 2.0 Act)

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

Learn about Fixed Income Advantage at RBC Wealth Management

Watch our video to learn what really differentiates RBC Wealth Management from the rest of the industry in providing clients with access to our Fixed Income Advantage program.

Meet the team

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Learn more about us

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation, please contact us.

Latest Insights

RBC Cash Sweeps Flyer

RBC Cash Sweeps Flyer
RBC Cash Sweeps Flyer

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