# Coombe, Bender & Company

Coombe, Bender & Company is a Bank / Wealth / Trust based in Ellenville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Ellenville, United States
- **Region:** North America
- **Address:** Ellenville, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** coombebender.com
- **LinkedIn:** https://www.linkedin.com/company/coombebender

## Regulatory record

- **Reports private funds:** No

## About

Founded in 2001, Coombe, Bender & Company operates as a tightly held advisory practice from a single office on South Main Street. Catherine M Coombe serves as the named financial advisor, anchoring a firm built for personalized financial planning and portfolio management. Its client base spans individuals, high-net-worth households, business owners, and trusts. The firm structures its investment services around three core capabilities: portfolio management with client-specific objectives, retirement planning grounded in cash-flow and expense analysis, and coordination through major life transitions — from retirement distributions to beneficiary settlements. It does not publicly disclose an investment strategy that targets specific asset classes or alternative vehicles, positioning itself instead as a generalist planner for localized wealth. Its public commentary focuses on themes such as probate, inflation, military-family finances, and whole-life insurance. Coombe, Bender & Company discloses no AUM, no separate institutional vehicles, and no additional office locations. Its website reflects no named team members beyond Catherine Coombe, and no outside capital partners or co-investment programs are referenced. The firm’s digital footprint does not reveal participation in peer networks or advisor consortiums. As an independent advisory practice operating in a small Hudson Valley town, the firm is structurally differentiated by its ultra-local footprint and its explicit focus on life-stage financial events rather than asset-gathering or multi-generational family-office complexity. Its governance is concentrated in a single named advisor, and no succession or partnership architecture is publicly described.

## Sectors

- Investment Management

## People

- Catherine M Coombe — Financial Advisor

## Questions

### How does Coombe, Bender & Company source clients?

The firm serves a localized client base in and around Ellenville, New York, with no indication of a digital marketing funnel, institutional referral network, or national reach. Its website invites prospects to schedule a consultation or contact the office directly.

### Does Coombe, Bender & Company manage institutional capital?

No. Its client base is described as individuals, high-net-worth individuals, business owners, and trustees. There is no mention of endowment, foundation, pension, or sovereign capital.

### What investment products does Coombe, Bender & Company construct for clients?

The firm builds personalized portfolios aligned to client objectives, paired with retirement-income analysis and transition planning. It does not publicly disclose model portfolios, proprietary funds, or a specific asset-allocation framework.

### Does Coombe, Bender & Company have a succession plan?

The firm's public materials name only Catherine M Coombe and do not describe a next-generation advisor, partnership buy-in, or continuity agreement. The lack of disclosed succession architecture is notable for a practice built on long-term client relationships.

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Last updated: 2026-07-06T00:32:27.848Z

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