Imagine that before the year started, you knew with certainty that the following things would happen during the first five months of 2026...
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.
Type the text here
Blog for Corporate Leaders
This week’s newsletter is all about a personal finance quick hit—one simple step you can take today to immediately improve your finances. It’s low effort, low risk, and surprisingly high impact.
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.
This past week marked fifteen years since I started Colburn Wealth Management, and it’s made me reflect on how this work began.
The Cardinal Clarity Blog
There’s a rule of thumb that shows up in almost every personal finance conversation: as your income goes up, your savings rate should go up too.
After 15 years of helping Cardinal employees prepare for retirement, there are patterns that show up with successful retirees.
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.