Advisors at this firm
Danny C
Series 65
Grove City, OH
Colburn Wealth Management, LLC
Danny Colburn is a financial advisor at Colburn Wealth Management, LLC in Grove City, OH, holding a Series 65 designation with 14 years of industry experience. He has been involved with Colburn Investments, LLC since 2011. Colburn Wealth Management offers discretionary investment supervisory services and financial planning to individuals and small businesses. The firm emphasizes client-specific Investment Policy Statements and primarily manages long-term portfolios using fundamental analysis, while maintaining the flexibility to employ short-term trading strategies when appropriate.
Robert G
Series 65
Grove City, OH
Colburn Wealth Management, LLC
Robert Gabel is a Series 65-licensed financial advisor at Colburn Wealth Management, LLC with one year of industry experience. He previously worked at Cardinal Health, Inc. for twelve years before joining his current firm. Colburn Wealth Management provides discretionary investment supervisory services and financial planning to individuals and small businesses. The firm emphasizes client-specific Investment Policy Statements and primarily manages long-term portfolios using fundamental analysis, with additional strategies employed as needed.
Edward D
Series 65
Grove City, OH
Colburn Wealth Management, LLC
Edward Daniels is a financial advisor at Colburn Wealth Management, LLC with a Series 65 credential and over 25 years of experience, including a long tenure at Cardinal Health, Inc. He has been with Colburn Wealth Management since 2025 and is also involved with Brass Bull1. Colburn Wealth Management provides discretionary investment supervisory services and financial planning to individuals and small businesses, using client-specific Investment Policy Statements to guide primarily long-term portfolios. The firm manages approximately $91.8 million in discretionary assets and offers educational seminars and workshops for clients and prospects.
Paul C
Series 63, Series 66
Grove City, OH
Colburn Wealth Management, LLC
Paul Chapman is a financial advisor at Colburn Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Colburn Wealth Management since 2016, following prior roles at Questar Asset Management and Questar Capital Corporation. Colburn Wealth Management provides discretionary investment supervisory services and financial planning primarily to individuals and small businesses. The firm emphasizes client-specific Investment Policy Statements and employs a fundamental analysis approach, managing assets entirely in-house while offering educational seminars and workshops.