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 provides investment supervisory services and comprehensive financial planning for individuals, high‑net‑worth clients, trusts and estates, and corporate pension and profit‑sharing plans. The firm combines ongoing portfolio oversight with written financial plans and implementation recommendations. Investment strategy centers on Modern Portfolio Theory, using asset‑class allocations to mutual funds and ETFs to identify an efficient frontier for each client while avoiding market timing or individual security selection. Accounts are monitored continuously with formal quarterly reviews, and the firm manages client accounts on a non‑discretionary basis, executing trades only with client direction. A notable characteristic is the concentration of the firm’s assets under non‑discretionary authority — the brochure indicates the vast majority of managed assets are non‑discretionary — and the firm is led operationally by a single management person who also serves as the firm’s compliance officer. The firm does not take custody of client assets, participates in Schwab Institutional and Altruist custodian programs, and may recommend fee‑only annuity platforms for certain non‑qualified annuity situations, practices that set it apart from many peers that rely more on discretionary model management.

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.