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

Retirement Nest Egg

Americans Aren’t Saving Enough for Retirement

| Retirement Planning, Social Security | No Comments

We have just surpassed the six year mark for our current bull market and while many retirement nest eggs look a lot healthier than they did in 2009, the question that remains largely unanswered is whether they are healthy enough for most Americans to comfortably retire when and how they want.   A number of other organizations are constantly taking a…

Fiduciary Standard

How the Fiduciary Standard Protects You

| Fiduciary Standard, Financial Planning, Retirement Planning, Selecting an advisor | No Comments

In late February, President Obama gave a 17-minute speech at AARP’s headquarters about an issue that affects the retirement prospects of millions of Americans.  In his speech he highlighted the lack of uniform standards and rules of conduct that require financial advisors to act in the best interests of their clients.  This is not really a new issue; it is…

1016506-13599259717702885-Capital-Traders-Group

Lessons to Learn from RadioShack’s Bankruptcy

| Financial Planning | No Comments

Most of us over the age of 40 can probably remember a time where RadioShack played a significant role in bringing the latest in electronic goods to consumers.   Emerging from humble beginnings as a specialty retailer for radio enthusiasts and hobbyists, RadioShack grew into the leading merchant of electronics in the 1970s and early 1980s.  It seemed like RadioShack was…