The Columbia Group

Mary Mathias, CFP®

Senior Vice President - Financial Advisor

Shawn O'Reilly, AWM

Senior Vice President - Financial Advisor,
Consulting Group

Emily Ferry CFP®

Investment Associate

Bulletin Board

Enjoy the Benefits of Paperless Delivery

Paperless delivery of your account documents is convenient, complimentary – and secure. Consider the many benefits:

Receive documents sooner
Streamline your recordkeeping
Conserve natural resources
Access your information anywhere

Next time you log in to your account click on the Go Paperless! / Suppress Mailings link in the Online Documents section of the homepage to get started. Please contact us if you have questions, or call 1-888-281-4094 for technical assistance.

Full Service Wealth Management Planning

With our recent addition of new members who bring valuable experience and expertise to our practice, we’ve decided to change our name to

The Columbia Group.

We look forward to continuing our mission of providing financial advice to individuals, non-profits and businesses in the Washington DC area.

We live here, work here, and understand the financial needs of affluent residents, business owners, and professionals in Washington, DC.

Value Statement

We provide our clients with dependable, accurate, and honest financial advice to suit the needs of individuals, corporations, small businesses, and non-profits in Washington, DC.

Seminar: The Emotions of Money and its Impact on your Legacy | June 16th, 2011

Mary Mathias is currently registered to conduct business with residents of the following states: AZ, CA, CO, DC, DE, FL, GA, IL, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NJ, NY, OH, OR, PA, RI, SC, TX, VA, WA, WI, WV

Shawn O'Reilly is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, DC, DE, FL, GA, HI, IL, MA, MD, MI, MO, MS, MT, NC, ND, NJ, NY, OH, OR, PA, SC, TX, VA, VT, WA, WI, WV

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.