COLBURN WEALTH MANAGEMENT, LLC

Overview

Colburn Wealth Management, LLC is an independent registered investment adviser that focuses on individual and family clients. The firm delivers financial planning, discretionary portfolio management for individuals and small businesses, and runs educational seminars and workshops. It operates under an owner-managed structure and charges clients through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements, allowing flexibility for both ongoing advisory relationships and standalone planning engagements. Investment activity centers on equity exposure, with a stated preference for exchange-traded equities as the primary allocation vehicle. The firm is not an active ESG investor and does not position itself as a multi-state or pension consultant adviser. Colburn Wealth Management typically acts as a discretionary manager for client portfolios, which enables the team to implement equity- and alternative-focused strategies without seeking prior trade-by-trade approval.

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Location & Offices