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Colburn Wealth Management, LLC

EST. AUM
$116,170,000

CONTACTS

CLIENT ACCOUNTS
463

Firm Details

Metro area Columbus
CRD Number 157870
Website colburnwm.com
Client types

Overview

Colburn Wealth Management is an independent, fee-only registered investment advisory firm that provides comprehensive wealth management and retirement planning services to corporate professionals, executives, retirees, and families. The firm specializes in helping clients navigate complex employee benefits, stock compensation, retirement income planning, and long-term investment management through customized fiduciary advice designed to support long-term financial success.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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