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 serves individual and high‑net‑worth clients, providing discretionary asset management and related financial planning. The firm documents client goals and risk tolerances, and may complete comprehensive financial plans at no additional cost. The firm’s investment process emphasizes fundamental analysis and tailors strategies to each client’s objectives, with discretionary trading authority to implement asset allocation, long‑ and short‑term positions, and options strategies. Accounts are reviewed at least quarterly for allocation alignment and tax‑loss harvesting opportunities, and CWM requires custody through Charles Schwab as its broker‑dealer for trade execution. Noteworthy aspects include the firm’s recent notice that it is seeking SEC registration and its stated requirement to use Charles Schwab for custodial services, which affects trade execution and reporting. The brochure also highlights firm compliance practices (a Code of Ethics and quarterly personal trading reviews), discloses that clients vote their own proxies, and the firm reports offering educational seminars or workshops — a service that is uncommon among peers.

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.

Name	Location	Years of experience
Paul Chapman	Grove City, OH	22
Danny Colburn	Grove City, OH	15
Edward Daniels	Grove City, OH	0
Robert Gabel	Grove City, OH	2

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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