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.

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Dan Colburn

Founder & Wealth Advisor
dan@colburnwm.com

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Corporate professionals face unique financial challenges, from managing stock compensation to optimizing employer benefits and planning for retirement. Since founding Colburn Wealth Management in 2011, Dan has served as a trusted guide, helping clients cut through complexity and create a clear, confident financial plan. With nearly 20 years of corporate experience—15 at Cardinal Health—Dan understands the pressures professionals face and tailors strategies to align with their goals. His MBA and firsthand corporate leadership experience allow him to translate financial planning into practical solutions that empower clients to make informed decisions about their future.

Dan lives in rural central Ohio with his wife and 4 children.  In his off time, Dan can usually be found spending time with family, visiting the Florida Keys or in the outdoors.
 

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