Dan Colburn is founder of Colburn Wealth Management, LLC. He is Series 65 certified with the State of Ohio as a Registered Investment Advisor representative and a member of the Financial Planning Association.
Dan holds a Bachelor’s of Business from Mount Vernon Nazarene University and a Master of Business from Franklin University. Dan has performed self-directed investment analysis in stocks and bond mutual funds, domestic and international stocks, and similar investments since 1998.
Dan focuses on helping clients plan for and meet their retirement income goals, build and maintain family wealth, and minimize risks associated with wealth accumulation. He works with clients to help them develop wealth management strategies to meet client’s goals with reduced volatility. Dan does all of this while speaking to where the client’s knowledge level is and not overwhelming them with industry jargon. His first priority is the client’s care and understanding. Dan enjoys fishing and spending time with his wife and three children.