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.
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.
Earlier this week, I had a call with a long-time client who had just lost his corporate job. It wasn’t expected. He’d spent years in logistics, built a strong career, and had planned to retire several years down the road. But life had other ideas. Initially, he felt uncertain—hesitant about what came next. Starting over wasn’t appealing, especially later in his career. But as we reviewed his financial plan, something became clear: he didn’t have...
During healthcare election season, many Cardinal Health employees face a familiar decision: choosing between a high-deductible health plan (HDHP) with a Health Savings Account (HSA), or a traditional PPO plan with a Flexible Spending Account (FSA).
With markets hitting new highs and AI stocks surging, it’s natural to wonder: Are we in a bubble? That question is as much about psychology as it is about fundamentals.
