About Colburn Wealth Management, LLC
Colburn Wealth Management, LLC is a reputable financial management firm that specializes in providing top-notch wealth management services to clients. With a team of experienced financial experts, the firm aims to help clients achieve their financial goals and secure their financial future.
How the Advisor Helps Clients – Key Takeaways:
- Expertise in financial planning, investment management, and retirement planning.
- Personalized and comprehensive financial management strategies tailored to each client’s unique needs and goals.
- Commitment to providing exceptional client service and building long-term relationships.
- Extensive knowledge and understanding of the ever-changing financial landscape.
Facts and Insights
Below are some key facts and insights about Colburn Wealth Management, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 10 years |
Financial Services Offered
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types
Colburn Wealth Management, LLC serves a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Families
- Business owners
- Corporations
- Non-profit organizations
Fees & Compensation
Colburn Wealth Management, LLC follows a fee-only structure, which means they do not receive commissions or any other compensation from third parties. Instead, they charge a percentage of assets under management, ensuring their interests align with their clients’ interests.
Background
Colburn Wealth Management, LLC was founded in 2011 by John Colburn, a seasoned financial expert with over 20 years of experience in the industry. John leads a team of knowledgeable and dedicated advisors who work together to provide the best possible financial solutions for their clients.
Financial Advisor Disclosures to Know
Colburn Wealth Management, LLC operates with the highest level of transparency and integrity. As such, below are some important disclosures for clients to be aware of:
- The firm has no legal or disciplinary actions.
- The firm has no conflicts of interest.
- All advisors are properly registered and hold valid licenses.