Variable compensation can be one of the most powerful tools in your financial life. Whether it comes in the form of a bonus, RSUs, stock options, or other equity awards, these rewards are more than a reflection of your work.
We help corporate professionals make clear, confident financial decisions by simplifying complex benefit programs, stock compensation, and long‑term retirement planning. Our approach is practical, transparent, and built around the real‑world responsibilities that shape your career and your future.
Who We Serve
With firsthand experience inside large corporations, we understand the financial decisions that come with stock compensation, complex benefit programs, and long‑term retirement planning. As a fee‑only fiduciary, our focus is simple: provide clear, objective guidance that helps you make confident decisions about your future.
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Blog for Corporate Leaders
This past week marked fifteen years since I started Colburn Wealth Management, and it’s made me reflect on how this work began.
Whether you are early in your career or approaching retirement, hitting a few key milestones along the way can make the entire journey feel more stable, intentional, and achievable.
In today’s economy, finding smart ways to maximize earnings and minimize tax burdens is more important than ever.
The Cardinal Clarity Blog
This week, we’re stepping away from our usual personal finance topics to take a brief look at Cardinal Health’s latest earnings release.
For many, the traditional path of working until their 60s at Cardinal Health or at a similar company is a wonderful fit.
While there’s no real way to know you’re on track without knowing your goals, investments, contribution rates, etc. I can provide some general rules of thumb we see for Cardinal employees who are trending to meet their retirement and other financial goals.
This week marks fifteen years since I started Colburn Wealth Management, and it’s made me reflect on how this work began.