your future for financial success.
acheive your goals
At Bollin Wealth Management our passion and purpose is simple; to help our clients (individuals, families, and businesses) achieve their financial and retirement goals and dreams.
We do this through the services that we provide and our proven Financial Engineering Process. At Bollin Wealth Management, LLC., we are a Fee-Only Certified Financial Planner™️ Firm, which means we are committed legally, fiducially, and ethically to act in our client’s best interests. We do not sell products or earn commissions.
What makes us unique?
Choosing a Wealth Management Company can be difficult, but we want to make the choice easy. Discover the many factors that make us unique. From our disciplined engineering-based approach to our fee-only financial planning solutions, Bollin Wealth Management is a firm that stands out amongst our competition.
Our financial planning methodology is shaped by the tenets and principles of the engineering profession. In direct opposition to the product sales approach taken by many in our industry, our solutions are informed by systematic, repeatable, and proven strategies to attaining financial goals, growing and preserving our clients’ wealth, managing risk and minimizing cost.
At Bollin Wealth Management, we acknowledge and embrace the responsibility to act in our clients’ best interests at all times. Our financial planning solutions have been created specifically to ensure that our clients’ interests are put first at all times. Furthermore, we have eliminated any conflicts of interest that would prevent us from acting as a fiduciary at all times.
Many advisors claim to act as fiduciaries, yet they offer commission sales investment and insurance products that allow the advisor to provide advice under the less stringent standard of suitability. Clients may not be able to tell which standard the advisor is operating under in these circumstances, especially when the advisor operates in the brokerage, banking, and insurance channels. Bollin Wealth Management exclusively offers fee-only financial planning solutions. Fee-only compensation allows our firm to provide objective and unbiased advice and planning solutions that are free of conflicts of interest.
We provide comprehensive and holistic financial planning solutions governed by the principles and standards of the Certified Financial Planner™ Board. The Certified Financial Planner™ designation is widely recognized as the standard of excellence in the financial planning industry. While many providers in our industry concentrate on selling products, our firm focuses on our clients’ overall financial picture. When we do guide our clients with their investing needs, we utilize Nobel Prize-winning investment strategies informed by the leading minds in the investment industry and academia.
Bollin Wealth Management firmly believes that the only way to provide unbiased and transparent advice free from conflicts of interest is by being independent. Many advisory firms have limitations and restrictions on the products and services they can recommend, which prevents them from acting in their clients’ best interests. Being independent, Bollin Wealth Management has no such restrictions. Our loyalty is bound to our clients, not the firm or the proprietary products that some firms push. Allowing us to recommend what is best for you and your financial goals and retirement dreams.
We want to help keep you informed. Stay up to date on financial news and essential information from Bollin Wealth Management.
By Phil Bollin, CERTIFIED FINANCIAL PLANNER™ At certain times of the year, or when certain events occur, we are reminded of how blessed and fortunate we are, and we are compelled to give thanks. November is one of those times of the year when, as a nation, we set aside
By Phil Bollin, CERTIFIED FINANCIAL PLANNER™ Engineers and technical professionals are known for their precision—but when it comes to their finances, the numbers aren’t always as straightforward. While they may be high-earners, their unique compensation and investment packages often require custom strategies to help them lower their tax exposure and