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 Maumee, 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.

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.