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Danny C

Series 65

Grove City, OH

Colburn Wealth Management, LLC

Danny Colburn is a Series 65-licensed financial advisor with 15 years of industry experience. He is the principal of Colburn Investments, LLC and also leads Colburn Wealth Management, LLC in Grove City, Ohio. Colburn Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning tailored to client goals and risk tolerances. The firm’s investment approach centers on fundamental analysis and custom strategies, with regular portfolio reviews and a focus on tax-loss harvesting.

Options & derivatives strategies
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Robert G

Series 65

Grove City, OH

Colburn Wealth Management, LLC

Robert Gabel is a financial advisor at Colburn Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and previously worked for 12 years at Cardinal Health, Inc. Colburn Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning. The firm follows a fundamental analysis approach tailored to client objectives, offers comprehensive financial plans at no additional cost, and conducts quarterly account reviews including tax-loss harvesting.

Options & derivatives strategies
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Edward D

Series 65

Grove City, OH

Colburn Wealth Management, LLC

Edward Daniels is a Series 65-credentialed advisor at Colburn Wealth Management, LLC with one year of industry experience. Prior to joining Colburn Wealth Management, he worked at Cardinal Health, Inc. for 28 years. Daniels is also involved with Brass Bull1. Colburn Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning. The firm’s investment approach emphasizes fundamental analysis and tailors strategies to client objectives, conducting regular account reviews and offering educational seminars.

Options & derivatives strategies
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Paul C

Series 63, Series 66

Grove City, OH

Colburn Wealth Management, LLC

Paul Chapman is a financial advisor with Colburn Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Colburn Wealth Management since 2016. Colburn Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning tailored to client goals and risk tolerances. The firm employs a fundamental analysis investment process and offers services including quarterly account reviews, tax-loss harvesting, and educational seminars.

Options & derivatives strategies
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