A complete list of active advisors currently associated with Bollin Wealth Management, LLC

Warmer can help you find a great advisor at Bollin Wealth Management, LLC or one who fits your needs even better.

Bollin Wealth Management serves individual clients — including high‑net‑worth individuals — as well as trusts, estates and corporate pension and profit‑sharing plans, offering portfolio management and comprehensive financial planning. Financial planning is delivered through multiple engagement models, including retainer arrangements and project or hourly engagements, and implementation of plan recommendations is left to the client. The firm uses Modern Portfolio Theory to construct diversified portfolios across asset classes, primarily allocating to mutual funds and ETFs, and it does not employ market timing or specific security selection. Account supervision is provided on a client‑directed, non‑discretionary basis, with ongoing monitoring and periodic written reports following in‑depth client interviews and questionnaires. A notable feature of this firm is that the vast majority of its reported assets are managed non‑discretionarily — roughly $85.7 million of $86.2 million in AUM is non‑discretionary — and the adviser states it will not exercise discretionary authority over client accounts. Other distinguishing practices include a formal net‑worth‑based retainer planning program, reliance on custodians such as Charles Schwab and Altruist while avoiding custody itself, and use of referral networks for client introductions.

To learn more about the advisors currently working at Bollin Wealth Management, 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.