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
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
Colburn Wealth Management Org Chart
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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
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
