A complete list of active advisors currently associated with Bolin Creek Wealth Advisors LLC

Warmer can help you find a great advisor at Bolin Creek Wealth Advisors LLC or one who fits your needs even better.

Bolin Creek Wealth Advisors is a fee-only advisory firm that serves individuals, high-net-worth clients, trusts and estates through ongoing Wealth Management engagements and project-based (hourly) financial planning and consulting. Services include comprehensive financial planning, discretionary investment management, and held-away account advice for workplace retirement and other externally managed accounts. The firm’s investment approach is rooted in Modern Portfolio Theory and strategic asset allocation, favoring broadly diversified, low-cost mutual funds and ETFs with periodic rebalancing and limited use of outside managers. Advice emphasizes long-term planning, tax and retirement considerations, and personalized allocation targets developed through client discussions and risk assessment. Compared with many peers, Bolin Creek is a small, recently founded advisory team with a concentrated client roster and all discretionary AUM, and its fee model relies on customized flat annual fees and hourly project fees rather than a standard percentage-of-assets. The firm also routinely offers educational seminars and speaking engagements at no charge, typically directs managed accounts to Charles Schwab for custody, and does not accept commissions or performance-based compensation.

To learn more about the advisors currently working at Bolin Creek Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Austin Brown	Chapel Hill, NC	9
Joseph Marques	Chapel Hill, NC	14

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