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Phillip Bollin, MBA, CFP®

CFP® with an engineering-based approach to fee-only financial planning.

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Bollin Wealth Management, LLC Phillip Bollin, MBA, CFP®
Perrysburg, OH

Serving Clients Nationwide

CFP® with an engineering-based approach to fee-only financial planning.

(419) 878-3934

Website

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes

About Me

I’m a CERTIFIED FINANCIAL PLANNER™ and the owner and founder of Bollin Wealth Management, a fee-only financial planning and investment advisory services firm that provides comprehensive wealth management solutions, delivered under the fiduciary standard of care.

After working with wealth management consultants in the financial services industry who didn’t put clients first, I resolved to provide clients with a better financial planning experience. I founded Bollin Wealth Management in 2004 to provide best-in-class financial planning solutions with a fiduciary focus. I accomplished this by marrying the best practices of financial planning with the problem-solving methodology I learned in my career as an engineer. I’m passionate about guiding clients to be better stewards of their financial resources.

I hold a bachelor’s degree in electrical engineering from the University of Detroit, an MBA from the University of Michigan with specializations in finance and corporate strategy, and the CERTIFIED FINANCIAL PLANNER™ designation. Elevating the financial planning profession is my professional passion. The most impactful way I know to directly improve the quality of financial planning in the area is to instruct the next generation of planners. Since 2016 I have been an adjunct Finance professor, starting with the Finance department at the University of Toledo. Since the fall of 2018 I have taught the capstone course for the Certified Financial Planner™ certification program at Bowling Green State University.

Outside of work, I am a Rotarian, a committed member of St. Rose Parish in Perrysburg, an avid fan of the University of Michigan, and I enjoy home improvement, though I am more of a workaholic than a hobbyist.

To learn more, please visit bollinwealth.com/our-team and connect with me on LinkedIn.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Master of Business Administration (MBA)

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors

Primary Location

842 W. South Boundary St. Perrysburg, OH 43551

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other, and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to the opportunity to find financial solutions that work for you.

Offers Investment Management

Yes

About our Firm

At Bollin Wealth Management our passion and purpose are simple; to help our clients (individuals, families, and businesses) achieve their financial and retirement goals and dreams through our disciplined engineering-based approach to financial planning and our proven Financial Engineering process.

We are a fee-only financial planning and investment advisory services firm located in the Toledo suburb of Perrysburg, Ohio, that serves clients nationwide and 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.

- OUR ENGINEERED PROCESS -

The Bollin Wealth Management Financial Engineering process is based on the globally recognized planning standards and best practices articulated by the CERTIFIED FINANCIAL PLANNER™ Board and Nobel Prize-winning investment strategies developed by the leading financial minds in academia and industry. We unite these strategies with the principles and problem-solving processes fundamental to the engineering profession.

The result is a systematic and disciplined approach to building, preserving, and transferring our clients’ wealth. Our Financial Engineering process aligns clients’ financial goals with structured financial planning and investment strategies that provide more predictable, controllable, and repeatable progress toward the achievement of their financial goals.

Reach out today to schedule a meeting at bollinwealth.com and let’s see how we can work together to engineer your financial success.

Education

University of Michigan - Stephen M. Ross School of Business, MBA, Business Administration, Finance, Strategy | University of Detroit Mercy, Bachelor's degree, Electrical Engineering

Badges

Hobbies and Interests

  • Family
  • Sports

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Engineers
  • Families
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Parents

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