Colburn Wealth Management
Finance · Ohio, United States · 1-10 Employees
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Overview
Headquarters
27 N London St, Mount Sterling, Ohio, 43...Phone Number
(740) 831-4004Website
www.colburnwm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Colburn Wealth Management
Colburn Wealth Management, LLC specializes in providing financial planning services tailored for corporate leaders, retiring professionals, and employees of Cardinal Health. With a team composed of former corporate leaders, they offer insights into the unique financial challenges faced by their clients, focusing on areas such as retirement planning, stock compensation, and tax strategies. As a fee-only fiduciary, the firm is dedicated to acting in the best interest of its clients, ensuring personalized and effective financial solutions. Their client-centric approach emphasizes building lasting wealth and securing financial futures.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Colburn Wealth Management
<$5M
1-10
Private
-
2018
ED
Ed DanielsInvestment Advisor & Representative & Chief Compliance Officer
Company Profile Activity
Activity Insights
Colburn Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Colburn Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Colburn Wealth Management.
Colburn Wealth Management Tech Stack
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Colburn Wealth Management, LLC specializes in providing financial planning services tailored for corporate leaders, retiring professionals, and employees of Cardinal Health. With a team composed of former corporate leaders, they offer insights into the unique financial challenges faced by their clients, focusing on areas such as retirement planning... Read More
