Here is a list of common questions others have asked regarding our services. Click the “+” sign beside each question to read our response.
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Is there really value in working with a firm that focuses on corporate professionals?
Corporate professionals face distinct financial challenges—stock compensation, employer benefits, tax planning, and retirement within structured pay frameworks. At Colburn Wealth Management, our team brings firsthand corporate experience, with most of having previously worked in corporate America. This unique perspective allows us to tailor strategies that maximize opportunities, minimize risks, and align with your career and financial goals.
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Is there really value in working with a firm that focuses on Cardinal Health employees?
Yes. Cardinal Health employees have unique financial considerations, including LTI, deferred comp, 401(k) options, and employer benefits. At Colburn Wealth Management, we tailor strategies to maximize these opportunities while addressing tax efficiency, retirement planning, and career transitions. With more than 80 years of combined time working at Cardinal Health ourselves, our team understands Cardinal’s culture, compensation structure, benefits, and financial nuances firsthand—allowing us to provide truly tailored guidance to help you make informed decisions and build long-term financial security.
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Does working with a firm specializing in retiring professionals add value?
Absolutely. Retirement is a major financial transition, and navigating it successfully requires a strategy tailored to your evolving needs. At Colburn Wealth Management, we’ve helped numerous professionals just like you prepare for retirement with confidence—ensuring they optimize savings, manage withdrawals efficiently, minimize taxes, and make informed decisions about healthcare, Social Security, and estate planning. With our expertise and proven strategies, you can move into retirement feeling secure, knowing your financial future is structured for long-term success
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I don’t really fit exactly into one of the example clients – can I still work with you?
We pride ourselves on not being for everyone and serving our target clients extremely well. Due to referrals, career changes, retirement, etc. we do, however, have client relationships outside of the corporate professional space.
First, we need to ensure we can provide adequate value that exceeds the cost of our service. Second, we want to work with good people who value our advice. If both of those criteria are met, we may be a good fit for an ongoing client relationship. If you think both of these criteria may be true, we would encourage you to click this link to book a complimentary introductory meeting to learn more.
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Are you a fiduciary?
Yes, we’ve acted as a fiduciary for our clients since our founding in 2011, and continue to hold ourselves to the highest standard of care set forth by the SEC. We accept no commissions, sell no products, and have no conflicts of interest. This means our clients’ interests always come first, every day.
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What does fee only mean?
Fee-Only advisors do not receive any type of commission from the sale of products and are instead compensated exclusively by their clients for advice, plan implementation, and ongoing management of assets.
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Do I need to live in Ohio to work with you?
No! Our firm is primarily virtual. Technology enables us to work efficiently with our clients who are from all over the country.
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Where will my money be held?
Most non-employer-related accounts that we manage are held at Charles Schwab & Co., Inc.
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Do you charge for an initial consultation?
No, we do not. We’re happy to have a conversation with anyone who believes our services may be beneficial to their financial situation—at no cost. Typically, there are no fees for discussions until we’ve delivered a comprehensive plan and you’ve had the opportunity to evaluate our services and team.
Click here to schedule a free initial consultation
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What is the first step to becoming a client?
We recognize the importance of a strong client-advisor relationship. That’s why we begin with a free, no-obligation call—giving both sides the opportunity to ask questions and determine if we’re the right fit.
Click here to schedule a free initial consultation
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How much access will I have to my advisor?
As much and as often as you need. While we reserve the right to restrict access in the event a client is abusing our services, we’ve never had to do this at any point since our founding in 2011.
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How do I schedule a meeting if I have a question between financial review sessions
You can reach your lead advisor several ways. You will have access to their email, phone and calendar to book meetings directly as needed.
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How do you make referrals to other professionals (estate planning, CPA, etc.)?
A valuable aspect of working with us is the ability to tap into our professional networks. We know experts, or know how to find experts, in nearly every field related to your personal financial situation. We have spent time getting to know these experts – their ideal client, how they charge, scope of services, etc. so that we can make the referrals that best fit your situation.
We will never accept any type of fee sharing arrangements. We pride ourselves in always eliminating conflicts of interest, so you have the peace of mind that the referrals we make are always in your best interest.
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Do I need to have a certain amount of money to work with you?
We don’t have investment asset minimums; however, we do have a minimum annual fee of $2,500 per year for ongoing clients. If this fee is too high for you, then we are happy to make referrals for lower-cost alternatives.
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How am I billed?
Ongoing client fees are billed on a quarterly basis as a percentage of assets under management (AUM). Your investment management fee will be deducted directly from your investment account custodied at Schwab.
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Do you have a pricing schedule? Or, what do your services cost?
Yes, we price our client services as outlined here:
Fee Schedule
Annual Fee
First $1,000,000
1.00% ($2,500 Minimum)
Second $1,000,000
.75%
Next $3,000,000
.50%
Over $5,000,000
.25%