A complete list of active advisors currently associated with Colburn Wealth Management, LLC

Warmer can help you find a great advisor at Colburn Wealth Management, LLC or one who fits your needs even better.

Colburn Wealth Management provides discretionary portfolio management and comprehensive financial planning to individuals and small businesses, serving both non‑HNW and high‑net‑worth clients. The firm manages approximately $112 million across roughly 133 client relationships and delivers planning that can cover retirement, estate, tax, and college funding needs. The firm’s investment process is grounded in fundamental analysis and each client relationship is documented with an Investment Policy Statement that records objectives, time horizon, and risk tolerance. Colburn typically pursues long‑term strategies but may use short‑term trading, margin, and options in limited circumstances, and implements regular portfolio monitoring and tax‑loss harvesting where appropriate. What is notable for this team is the provision of client educational seminars or workshops and the routine delivery of a personalized financial plan, with the option for an annual update as part of the asset‑management relationship. Colburn manages client assets internally and requires clients to use its recommended custodian (Schwab), a practice that can limit clients’ ability to direct brokerage.

To learn more about the advisors currently working at Colburn Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.