Who We Are
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, we have the expertise to help you achieve all of your financial goals.
We understand that today’s economic and financial environment is more complicated and confusing than ever. 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.
Our HISTORY
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.
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.
reach your financial goals!
Are you ready to experience all the factors that make Bollin Wealth Management unique? If so, book your consultation and see how choosing an independent agency can help you reach your goals.