A disciplined approach
for Financial Success

 

Retirement planning.
Financial projections.

We make sure you're on the right path to get you where you want to be.

 

Is your money ready
to last a lifetime?

Set sail for retirement.

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Welcome to Bollin Wealth Management

Today’s economic and financial environment is more complicated and confusing than ever. There are so many choices available, be sure you are getting the best advice from trusted professionals.

Call Bollin Wealth Management
(419) 878-3934

Our Approach

People often come to Bollin Wealth Management for guidance after experiencing a significant change in their financial situation. The change can be as simple as switching jobs and rolling over a 401(k)account into an IRA, or receiving an inheritance from a relative. Or the change can be a life-altering event such as the death of a spouse, a divorce, or planning for a newborn child’s college education.

While we are happy to guide people experiencing a significant change in their financial situation, we are able to provide the greatest value when people come to us for comprehensive financial planning. Through our consultative planning process, we guide clients through the iterative steps of defining and articulating their financial goals, developing and implementing the planning solution, and monitoring and reviewing progress towards reaching our clients’ financial goals.

View our Services

investment advisory process

Our investment advisory services are delivered
through an ongoing, repeatable five-step process.

Investment Portfolio Risk and Return Spectrum

Each investment portfolio is engineered to achieve both the short and long-term investment objectives
of the client while providing the maximum expected investment returns for the amount of risk
the client is willing to take.

Risk and Return

Recent Updates

Warren Buffett has declared himself the winner of the "Million-Dollar Bet."

Warren Buffett Declares Himself the Winner of the “Million-Dollar Bet”

| Active Investing, Hedge Funds, Investing Lessons, Investment Returns, Passive Investing, Warren Buffett | No Comments

They do not call him the “Oracle of Omaha” for nothing; Warren Buffett knows a good bet when he sees one.  Nine years into a ten-year wager, now referred to as the “Million Dollar Bet,” Buffett has declared himself the winner. What exactly is the “Million-Dollar Bet?”  In 2007, Buffett engaged in a wager with asset management firm Protégé Partners…

The Depart of Labor's Fiduciary Rule is likely to be delayed for at least 180 days from its planned April 10th implementation.

Department of Labor Fiduciary Rule Likely Delayed

| Department of Labor, Fiduciary Rule, Fiduciary Standard | No Comments

The Trump administration has hit the ground running since taking office in late January, moving at a tempo more reminiscent of a nimble business rather than the plodding pace of past administrations.  One of the results of this swift action is that the Department of Labor Fiduciary Rule will likely be delayed from its anticipated April 10th implementation date. On…

The Dow Jones Industrial Average reached 20,000 points.  So what?

Dow 20,000: What’s in a Number?

| Dow Jones Industrial Average, Market Index, Stock Markets | No Comments

The Dow Jones Industrial Average (DJIA) reached a major milestone earlier this year when it finally surpassed the 20,000 hurdle.  The event was widely ballyhooed by investors and media outlets alike.  Almost immediately, articles and news stories questioning how much higher the index could go began to appear. Our local newspaper even went so far as to write an article…