At Colburn Wealth Management, we’re dedicated to helping professionals build lasting financial success. We work best with individuals who are intentional about their future and value expert guidance in reaching their goals. If you’re looking for a partner who genuinely cares about your financial journey, explore our areas of specialty below to learn how we can help.
Corporate Leaders
If you're a manager, director, VP, or SVP in a large corporation, we work with many professionals just like you—helping them navigate the complexities of financial planning while balancing a busy career.
Cardinal Health Employees
Our founder and many of our employees worked more than a decade at Cardinal Health, giving us an insider’s understanding of your unique financial challenges. We’re here to help you navigate the complexities of financial life—both within Cardinal and beyond.
Retiring Professionals
If you're a working professional within 5 years of retirement or recently retired, you deserve expert guidance from someone who has successfully advised others through this transition. Many of these decisions are once-in-a-lifetime choices, and we’re here to ensure you make the right ones for yourself and your family.