You’ve worked hard to build a successful career as a corporate professional—now it’s time to make sure your financial strategy is working just as hard for you. At Colburn Wealth Management, we partner with Cardinal Health employees to help them grow their wealth, make the most of equity compensation, and develop long-term financial plans tailored to their ambitions.

This blog is your resource hub, offering actionable insights on everything from investment planning and retirement readiness to tax-smart strategies and estate design. Whether you're facing a pivotal career shift, shaping your legacy, or navigating the complexities of tax law, we’re here to help you move forward with clarity and confidence.

Your financial future deserves thoughtful, strategic guidance. Let Colburn Wealth Management be your trusted ally in building lasting security and success. Dive into our latest insights and take the next step toward financial empowerment.

Want these insights delivered straight to your inbox? 

Click here to sign up

Stock Compensation & Equity Planning

Managing employer stock grants, restricted stock units (RSUs), and stock options requires a thoughtful approach to balance taxation, risk management, and wealth-building opportunities. We help you analyze vesting schedules, create diversification strategies, and develop a tax-efficient plan that ensures your equity compensation aligns with your broader financial goals. Our guidance empowers you to make informed decisions that maximize your stock compensation’s long-term benefits.

To speak with us, schedule a free web consultation — we’re here to help.