Every so often, the tax landscape shifts in ways that matter for corporate professionals — not just accountants and policy experts. And 2026 is shaping up to be one of those years.
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.
Who We Serve
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.
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Blog for Corporate Leaders
For many corporate leaders, company stock becomes a larger part of their financial picture than they ever intended.
We haven’t revisited investment markets in a while, and with the new year approaching, it’s the perfect time to do so.
Whether retirement from is decades away or just around the corner, the financial decisions you make today will obviously shape your future.
Blog for Cardinal Health Employees
This week, we’re stepping away from our usual personal finance tips to take a brief look at Cardinal Health’s latest earnings release.
For many Cardinal Health employees, most financial decisions are tied to familiar rhythms — annual enrollment, 401(k) contributions, HSA planning, bonuses, and long term career progression.
For many Cardinal leaders, company stock becomes a larger part of their financial picture than they ever intended.
There are a lot of changes in 2026 that affect Cardinal employees like yourself, and I want to be sure you can make adjustments should you desire to do so.