Bollin Wealth Management is a fee-only financial planning and investment advisory services firm located in the Toledo suburb of Perrysburg, Ohio, that provides comprehensive wealth management solutions, delivered under the fiduciary standard of care. 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, we have the expertise to help you achieve all of your financial goals. We understand that today’s economic and financial environment is more complicated and confusing than ever. 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. Bollin Wealth Management was founded in 2004 by Phillip Bollin, a CERTIFIED FINANCIAL PLANNER™ professional, to provide best-in-class financial planning solutions with a fiduciary focus. He accomplished this by marrying the best practices of financial planning with the problem-solving methodology he learned in his career as an engineer. He’s passionate about guiding clients to be better stewards of their financial resources. To schedule a meeting, call (419) 878-3934 or email phil@bollinwealth.com. -- Bollin Wealth Management, LLC is a fee-only Registered Investment Advisor, registered in the states of Ohio and Michigan. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information posted on this or any 'linked' website.
View Top Employees from Bollin Wealth Management LLCWebsite | http://www.bollinwealth.com |
Revenue | $1 million |
Employees | 4 (4 on RocketReach) |
Founded | 2004 |
Address | 842 W. South Boundary St. Suite B, Perrysburg, Ohio 43551, US |
Phone | (419) 878-3934 |
Fax | (800) 618-0212 |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
Looking for a particular Bollin Wealth Management LLC employee's phone or email?
The Bollin Wealth Management LLC annual revenue was $1 million in 2024.
Phillip Bollin is the President, Certified Financial Planner™ of Bollin Wealth Management LLC.
4 people are employed at Bollin Wealth Management LLC.
Bollin Wealth Management LLC is based in Perrysburg, Ohio.
The NAICS codes for Bollin Wealth Management LLC are [52, 5239, 523, 52393].
The SIC codes for Bollin Wealth Management LLC are [62, 628].