Phillip Bollin
CFP®
Bollin Wealth Management LLC
Owner
Phillip Bollin
CFP®
Bollin Wealth Management LLC
Owner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Phillip Bollin, CFP®
Fee-Only financial planner located in Perrysburg, OH, serving clients locally and across the country
Phillip Bollin is a Perrysburg, OH fee-only financial planner. Bollin Wealth Management LLC provides comprehensive and objective financial planning, investment advisory and wealth management, and corporate retirement services to help individuals, families, and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Phillip Bollin is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
A native of Toledo, Ohio, Phil Bollin graduated from St. John's Jesuit High School where he was recognized as a National Merit Commended Scholar. Phil began his career as an electrical engineer after attending the University of Detroit on an academic scholarship. While working for several of the leading management consulting firms in the Detroit area, Phil received his Master of Business Administration degree from the University of Michigan, where he concentrated in Finance and Corporate Strategy studies.
Upon graduation, Phil returned to Northwest Ohio to embark on a new career path providing strategic consulting services to many of the prominent national and private banks both domestically and in Europe. During his two years of providing consulting to the financial and investment services industry, Phil observed several problems with the industry including an unlevel playing field for investors, generic investment offerings, and biased advice that favored high commission investment products.
Determined to provide clients with a better experience, Phil created Bollin Wealth Management. Armed with his engineering discipline and methodology, Phil designed the financial planning and investment advisory offerings of Bollin Wealth Management to robustly consider all factors in determining a client's best course of action, with an emphasis on minimizing and/or eliminating financial risks, reducing investment costs, and providing the most consistent investment returns over an investors' lifetime.
Further improving upon the firms' services, in 2008 Phil obtained the pinnacle designation in the industry: the Certified Financial Planner™ designation. Phil has been published in several publications, including the Toledo Blade, Toledo Business Journal, Wall Street Journal, and The Suit Magazine. He routinely addresses groups in the NW Ohio and SE Michigan areas including small companies and social organizations. Bollin Wealth Management has also been recognized as one of the outstanding investment advisory firms in Northwest Ohio by the Toledo Business Journal.
Phil resides in Perrysburg, Ohio with his wife and two daughters. As a community steward, Phil has served on the advisory boards of several local colleges and universities, volunteered on the leadership board of several local charities, served as President of both the Finance and School Advisory Councils for St. Rose Parish, and served in leadership positions with the Technical Society of Toledo and the Financial Planning Association. He also coaches youth athletics including softball, basketball and volleyball.
Phillip Bollin is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Bollin Wealth Management was founded in 2004 to provide a truly independent alternative to investment advice and financial planning that traditional brokerage firms, banks, and insurance companies offer. After two-and-a-half years of working in a brokerage firm environment, Phil Bollin knew there had to be a better way to provide clients with the kind of transparent and objective financial advice they sought. After much research, Phil determined that an advisory fee business model under a Registered Investment Advisor structure would provide his clients with the most objective and transparent advice. Since that moment Bollin Wealth Management has become the trusted financial planner for hundreds of individuals, families and business owners.
Founded with an engineering methodology and discipline, Bollin Wealth Management provides comprehensive financial planning solutions based on a systematic and repeatable process, unlike most firms that only sell investment products with incidental advice. Our financial planning solutions are based on proven and reliable financial, economic and investment principles and implemented with Nobel Prize-winning investment strategies.
As a Registered Investment Advisor, Bollin Wealth Management’s advisors adhere to a strict fiduciary standard which simply means we are obligated to provide advice that is in our clients’ best interests and put our clients’ interests before our own interests. This is the highest standard of client care under the law. Our solutions are unbiased because we are free of the conflicts of interest that often occur in brokerage firms, banks and insurance companies through the practices of receiving commission compensation and utilizing proprietary investment products
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Phillip Bollin is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Phillip Bollin is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Phillip Bollin is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Phillip Bollin is a Member of the Zoe Advisor Network
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Bollin Wealth Management is a Member of the Perrysburg Area Chamber of Commerce
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Phillip Bollin is an Adjunct Instructor of Finance at Bowling Green State University
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Phillip Bollin is a Member of the Perrysburg Rotary Club
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Phillip Bollin is Quoted on WTOL: "Strengthening your savings by dropping needless fees and forgotten subscriptions"
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Phillip Bollin is Quoted in Advisors Magazine: "Calculated Risk Beats Inflation’s Wealth Erosion"
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Phillip Bollin is Quoted in MarketWatch: "4 basic retirement plans for entrepreneurs"
Contact Phillip Bollin
Office Locations:
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842 W. South Boundary St.
Perrysburg, OH 43551
