For many employees, the 401(k) plan is the foundation of long term retirement savings.
Most of our team members previously held leadership positions within large corporations prior to joining Colburn Wealth Management. This gives us deep insight into the unique challenges and opportunities faced by professionals like you. Additionally, with most of our clients coming from similar corporate backgrounds, we combine real-world expertise with financial planning knowledge to provide highly customized guidance. Whether you're optimizing retirement planning, stock compensation, benefits, tax strategies, estate planning, or educational funding, we tailor our solutions to meet your specific needs.
Who We Serve
Having firsthand experience working for large corporations, we understand your unique needs. That’s why we’ve built our firm with a client-centric approach. As a fee-only fiduciary, we are fully committed to acting in your best interest, ensuring our goals align with yours.
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Blog for Corporate Leaders
Every so often, the tax landscape shifts in ways that matter for corporate professionals — not just accountants and policy experts. And 2026 is shaping up to be one of those years.
For many corporate leaders, company stock becomes a larger part of their financial picture than they ever intended.
We haven’t revisited investment markets in a while, and with the new year approaching, it’s the perfect time to do so.
Blog for Cardinal Health Employees
For many Cardinal employees, the 401(k) plan is the foundation of long term retirement savings. And as your career progresses, you may come across a feature called an in service distribution — a provision that allows certain employees to move a portion of their 401(k) balance to an IRA while still working at Cardinal.
Every year around this time, most people at Cardinal are thinking about taxes in the same way: gather the documents, upload the W 2, hope the software or preparer doesn’t ask too many questions, and get it over with. That’s tax prep — and it’s necessary.
This week, we’re stepping away from our usual personal finance tips to take a brief look at Cardinal Health’s latest earnings release.
For many Cardinal Health employees, most financial decisions are tied to familiar rhythms — annual enrollment, 401(k) contributions, HSA planning, bonuses, and long term career progression.