BOLLIN WEALTH MANAGEMENT, LLC

Overview

Bollin Wealth Management, LLC operates as an independent registered investment adviser focused on financial planning and portfolio management for individuals, families and small businesses. The firm shows a clear tilt toward equities as its primary allocation preference, favoring exchange-traded instruments as the dominant vehicle for client exposure. Fee arrangements include a mix of percentage-of-AUM, hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project-based planning work. Bollin does not position itself as an ESG-focused allocator and is not registered as a multi-state or pension consultant adviser. Investment activity centers on traditional wealth-management strategies: core equity exposure, complemented by mutual funds and annuity solutions where appropriate. The advisor appears to run a primarily advisory practice rather than an active capital allocator—third-party alternative managers are used but not as the primary pillar of the firm’s portfolios. Advisory services are delivered in both discretionary and non-discretionary formats, with the bulk of client assets held in non-discretionary accounts.

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Location & Offices