Info

Bollin Wealth Management provides a comprehensive range of wealth advisory services tailored to the specific needs of high net worth clients. Located in Maumee, Ohio, Bollin Wealth Management was founded to provide our clients with a comprehensive and consultative approach to managing their financial resources that isn't available from the traditional investment advisor. Our consultative process takes a comprehensive and holistic approach to managing every aspect of our clients' wealth. Our investment approach is grounded in academically proven strategies. A key component of our process is educating our clients to ensure that they understand what really drives investment performance. We believe that well-educated clients are able to make the best financial decisions. We implement these strategies with Dimensional Fund Advisors mutual funds. As an independent, fee-based firm we provide objective, unbiased advice, free from the conflicts of interest that arise from working with traditional financial firms on a commission basis.