Philadelphia, PA Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Boldin Advisors
Team
Firm-wide stats for Boldin Advisors
About
Boldin Advisors provides financial planning and related consulting services to individuals, high net worth individuals, trusts, estates and small businesses under written financial planning agreements. The firm offers retirement-account guidance and investment consultations but does not provide ongoing portfolio management or custody; clients are responsible for implementing recommendations with their chosen custodians.
Its investment consultations use Modern Portfolio Theory to construct diversified portfolios, generally recommending low-cost index mutual funds and ETFs and a long-term, buy-and-hold approach with periodic rebalancing. The firm does not have discretionary authority over client accounts and frames investment advice as part of a broader financial plan rather than continuous asset management.
Noteworthy for a team firm, Boldin Advisors operates from multiple offices (17) while remaining a fee-only adviser that charges fixed, hourly, or ongoing engagement fees rather than percentage-of-assets fees. The firm is affiliated with NewRetirement, an online education and technology platform, and recently transitioned to SEC registration, reflecting its integration of financial-planning services with a digital education component.
Based on Boldin Advisors
Expertise
Based on Boldin Advisors
Location
Philadelphia PA
Advisors at this office
1
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