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.

1
1

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

Active Fund Managers and Stock Pickers failed to beat their benchmarks again in 2018.

Stock Pickers Fared Poorly Again in 2018

| 2018, Active Investing, Investing Lessons, Investment Returns, Market Index, Market Volatility, Passive Investing, Returns | No Comments

With equity markets experiencing levels of volatility not seen in recent years, 2018 was widely viewed as an opportunity for stock pickers and other active managers to outperform their passively managed and index fund counterparts.  The actual result was more of the same mediocre performance and a reinforcing belief that it is difficult to beat the market. According to The…

John Bogle is the father of index funds.

Remembering John Bogle

| Investing Lessons, Investment Returns, Market Index, Passive Investing | No Comments

The investing world lost an innovator and advocate for small investors everywhere when John Bogle passed away on January 16, 2019 at the age of 89.  Known affectionately throughout the investing world as Jack, Bogle rose to fame as the founder and former chairman of the Vanguard Group, located in Malvern, Pennsylvania. Jack Bogle is credited with launching the first…

How will investors face in 2019?

Looking Ahead to 2019

| Bond Markets, Equity Markets, Fixed Income Markets, Investing Lessons, Investment Returns, Market Corrections, Market Volatility, News and Events, Patience, Real Returns, Returns, Speculation, Stock Markets | No Comments

After the worst year for equity markets in a decade, some investors may be asking themselves “what now?”  It is not unusual for investors to question their investment decisions and investment allocations after a year where very little seemed to go right for equity markets.  After a trying year in 2018, what does the new year hold for investors, and…