Business Details
22 Years
experience
Trusted Fee-Only Financial Planning Solutions
At Bollin Wealth Management, we are dedicated to providing clients with best-in-class financial planning solutions rooted in a fiduciary standard of care. Founded in 2004, our firm combines the problem-solving methodology of engineering with the highest principles of financial planning to create systematic, repeatable strategies for achieving financial goals. We exclusively offer fee-only financial planning services, ensuring our advice remains objective, unbiased, and free from conflicts of interest. Our team holds the Certified Financial Planner designation, widely recognized as the industry's gold standard, and we utilize Nobel Prize-winning investment strategies informed by leading academic and industry experts. As an independent advisory firm, we maintain no proprietary product restrictions, allowing us to recommend solutions tailored exclusively to our clients' needs.We serve individuals, families, and businesses with a focus on growing and preserving wealth while managing risk and minimizing costs. Our engineering-based approach emphasizes transparency, discipline, and client-centric outcomes. We are committed to elevating the financial planning profession through education, including teaching the capstone course for the Certified Financial Planner program at Bowling Green State University. Our community involvement and professional affiliations reflect our dedication to service and ethical excellence. With offices in Perrysburg, Ohio, we provide personalized financial planning services to clients across the region.
Services
Standard Financial Planning
Retainer Financial Planning
Total Wealth Management
Investment Strategy Guidance
Risk Management Planning
Details
- Year established: 2004
Highlights and features
- We are legally bound fiduciaries with no product sales or commissions
- Our engineering-based methodology ensures systematic, repeatable financial strategies
- Exclusive fee-only compensation model eliminates conflicts of interest
- Independent advisory firm with unrestricted solution recommendations
- Team holds the Certified Financial Planner designation, the industry's highest standard
Associations and certifications
- Certified Financial Planner Board
Services
Standard Financial Planning
Our standard financial planning service delivers tailored solutions on a project or hourly basis. This comprehensive approach addresses specific financial goals through systematic analysis and strategic recommendations. Clients receive actionable plans that align with their unique circumstances and long-term objectives.
Retainer Financial Planning
Retainer-based financial planning offers continuous support through an extended advisory relationship. Clients benefit from regular plan reviews and implementation guidance while maintaining control over investment strategy execution. This service ensures evolving needs receive consistent professional attention.
Total Wealth Management
Our total wealth management solution provides holistic oversight of complete financial portfolios. Combining strategic planning with access to world-class investment solutions, this service addresses all aspects of wealth preservation and growth through Nobel Prize-winning methodologies.
Investment Strategy Guidance
We offer evidence-based investment strategy guidance informed by academic research and industry innovation. Our recommendations utilize Nobel Prize-winning frameworks to optimize portfolio performance while maintaining strict risk management protocols aligned with client objectives.
Risk Management Planning
Our risk management planning focuses on preserving client wealth through strategic risk assessment and mitigation strategies. This service identifies potential threats to financial security and implements tailored solutions to protect assets across market cycles.
People
Phil Bollin
Founder & Certified Financial Planner
Phil Bollin founded Bollin Wealth Management in 2004 after a successful engineering and IT career. Holding an MBA from the University of Michigan and the Certified Financial Planner designation, he teaches financial planning at Bowling Green State University and actively contributes to community organizations.
Christina Simon
Client Relationship and Operations Manager
Christina Simon joined Bollin Wealth Management in 2021 with over eight years of financial services experience. She manages client relationships and operations while maintaining community ties in Sylvania, Ohio, where she resides with her family.
Questions
What makes Bollin Wealth Management different from other financial advisors?
We are a fee-only fiduciary firm with no product sales or commissions. Our engineering-based approach combines systematic analysis with Nobel Prize-winning investment strategies to provide objective, client-first financial planning.
What services do you offer?
We offer three core services: Standard Financial Planning (one-time solutions), Retainer Financial Planning (ongoing advisory), and Total Wealth Management (comprehensive portfolio oversight) tailored to individual and business needs.
Are you legally required to act in my best interest?
Yes, as Certified Financial Planners and fee-only advisors, we operate under a strict fiduciary standard, legally obligated to prioritize client interests above all other considerations in every recommendation we make.
How are your fees structured?
We offer transparent fee structures through project-based pricing, hourly rates, or retainer agreements. Our fee-only model eliminates conflicts of interest by avoiding commission-based product sales entirely.
What qualifications do your advisors hold?
Our team holds the Certified Financial Planner designation, the highest standard in the industry, along with advanced degrees in finance and business. We maintain ongoing education to ensure expertise in evolving financial landscapes.
Do you work with clients outside the Toledo area?
While based in Perrysburg, Ohio, we serve clients across the region through virtual consultations and personalized digital tools that maintain the same high standard of service regardless of location.
