Bollin Wealth Management

At Bollin Wealth Management, our mission is to empower individuals, families, and businesses to achieve their financial and retirement goals. Our passion and purpose are rooted in our commitment to providing comprehensive financial planning solutions that are tailored to our clients' unique needs and goals. We believe that financial planning should be engineered to ensure optimal outcomes, which is why we have developed a disciplined engineering-based approach to financial planning.

Our Philosophy

As a Fee-Only Certified Financial Planner Firm, we are committed to acting in our clients' best interests at all times. We do not sell products or earn commissions, which means that our financial planning solutions are designed to put our clients' interests first. Our team of experienced professionals is dedicated to providing unbiased and transparent advice, free from conflicts of interest.

Our Services

We offer a range of financial planning services designed to help our clients achieve their goals. Our services include:

Standard Financial Planning: One-time financial planning solutions delivered on a project or hourly basis.

Retainer Financial Planning: Ongoing planning relationships in which the client handles investment strategy implementation.

Total Wealth Management: Comprehensive financial planning solutions that provide access to world-class investment solutions.

Our Process

Our financial planning methodology is shaped by the principles and standards of the engineering profession. We take a disciplined and systematic approach to financial planning, using proven strategies to help our clients achieve their financial and retirement goals. Our process is designed to be transparent, unbiased, and conflict-free, ensuring that our clients receive the best possible advice and guidance.

Our Team

Our team of experienced professionals is dedicated to helping our clients achieve their financial and retirement goals. Our team includes Phil Bollin, Certified Financial Planner, MBA, who founded Bollin Wealth Management in 2004. Phil has a background in Electrical Engineering and has earned the Certified Financial Planner designation. Our team is committed to providing exceptional service and guidance to our clients.

Conclusion

At Bollin Wealth Management, we believe that financial planning should be tailored to each individual's unique needs and goals. We are committed to providing comprehensive financial planning solutions that are designed to help our clients achieve their financial and retirement goals. We take pride in our disciplined engineering-based approach, our commitment to acting in our clients' best interests, and our focus on providing unbiased and transparent advice.