Welcome to Bollin Wealth Management

Today’s economic and financial environment is more complicated and confusing than ever. But with so many choices available, how can you be sure you are getting the best advice? At Bollin Wealth Management we believe that financial advice is best given in an environment that is truly independent and free from conflicts of interest. We work strictly on a Fee-Only basis so you can be sure that our advice and recommendations are objective and solely in your best interest.

Located in the Toledo suburb of Perrysburg, Ohio, Bollin Wealth Management provides comprehensive wealth management solutions for all of your needs. Whether you need an independent financial planner to help you determine whether you are on the right track, or you require more “hands-on” help from a Registered Investment Advisor, Bollin Wealth Management has the expertise to help you achieve all of your financial goals.

Unbiased Advice. Transparent Fees.

Phil-Signatureweb
Bollin Wealth Management, Your Financial Engineer

Who We Are

Bollin Wealth Management was founded in 2004 to provide a truly independent alternative to investment advice and financial planning that traditional brokerage firms, banks, and insurance companies offer. After two-and-a-half years of working in a brokerage firm environment, Phil Bollin knew there had to be a better way to provide clients with the kind of transparent and objective financial advice they sought. After much research, Phil determined that an advisory fee business model under a Registered Investment Advisor structure would provide his clients with the most objective and transparent advice. Since that moment Bollin Wealth Management has become the trusted financial planner for hundreds of individuals, families and business owners.

Founded with an engineering methodology and discipline, Bollin Wealth Management provides comprehensive financial planning solutions based on a systematic and repeatable process, unlike most firms that only sell investment products with incidental advice. Our financial planning solutions are based on proven and reliable financial, economic and investment principles and implemented with Nobel Prize-winning investment strategies.

As a Registered Investment Advisor, Bollin Wealth Management’s advisors adhere to a strict fiduciary standard which simply means we are obligated to provide advice that is in our clients’ best interests and put our clients’ interests before our own interests. This is the highest standard of client care under the law. Our solutions are unbiased because we are free of the conflicts of interest that often occur in brokerage firms, banks and insurance companies through the practices of receiving commission compensation and utilizing proprietary investment products.

Phillip E. Bollin, Certified Financial Planner ™

Phillip E. Bollin, Certified Financial Planner ™

Founder and President

A native of Toledo, Ohio, Phil graduated from St. John's Jesuit High School where he was recognized as a National Merit Commended Scholar. Phil began his career as an electrical engineer after attending the University of Detroit on an academic scholarship. While working for several of the leading management consulting firms in the Detroit area, Phil received his Master of Business Administration degree from the University of Michigan, where he concentrated in Finance and Corporate Strategy studies.

Upon graduation Phil returned to Northwest Ohio to embark on a new career path providing strategic consulting services to many of the prominent national and private banks both domestically and in Europe. During his two years of providing consulting to the financial and investment services industry, Phil observed several problems with the industry including: an unlevel playing field for investors, generic investment offerings, and biased advice that favored high commission investment products.

Determined to provide clients with a better experience, Phil created Bollin Wealth Management. Armed with his engineering discipline and methodology, Phil designed the financial planning and investment advisory offerings of Bollin Wealth Management to robustly consider all factors in determining a client's best course of action, with an emphasis on minimizing and/or eliminating financial risks, reducing investment costs, and providing the most consistent investment returns over an investors' lifetime.

Further improving upon the firms' services, in 2008 Phil obtained the pinnacle designation in the industry: the Certified Financial Planner™ designation. Phil has been published in several publications, including the Toledo Blade, Toledo Business Journal, Wall Street Journal, and The Suit Magazine. He routinely addresses groups in the NW Ohio and SE Michigan areas including small companies and social organizations. Bollin Wealth Management has also been recognized as one of the outstanding investment advisory firms in Northwest Ohio by the Toledo Business Journal.

Phil resides in Perrysburg, Ohio with his wife and two daughters. As a community steward Phil has served on the advisory boards of several local colleges and universities, volunteered on the leadership board of several local charities, served as President of both the Finance and School Advisory Councils for St. Rose Parish, and served in leadership positions with the Technical Society of Toledo and the Financial Planning Association. He also coaches youth athletics including softball, basketball and volleyball.