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Bollin Wealth Management LLC Employee Directory

Financial ServicesOhio, United States2-10 Employees

Bollin Wealth Management LLC is a small financial services firm located in Perrysburg, Ohio, a suburb of Toledo, offering fee-only financial planning and investment advisory services. The firm provides comprehensive wealth management under a fiduciary duty and emphasizes independence from conflicts of interest. Its services accommodate clients who seek independent planning to assess their trajectory as well as those who want a more hands-on investment-management approach.

Bollin Wealth Management operates as a fee-only Registered Investment Advisor registered in Ohio and Michigan. It was founded in 2004 by Phillip Bollin, a CFP professional, to deliver fiduciary-focused financial planning.

Find Bollin Wealth Management LLC employees' phone numbers or email addresses

Bollin Wealth Management LLC Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Bollin Wealth Management LLC's Leadership

  • Stylized image of a person
    P. S.
    President
    Mobile Phone

Bollin Wealth Management LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Consultant
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Bollin Wealth Management LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    P. S.
    President
    Mobile Phone

Frequently Asked Questions

What is Bollin Wealth Management LLC known for?

Minus sign iconPlus sign iconBollin Wealth Management LLC was founded in 2004 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-419-878-****
. Explore Bollin Wealth Management LLC's company overview page for more information.

What is Bollin Wealth Management LLC's most common email format?

Minus sign iconPlus sign iconBollin Wealth Management LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bollin Wealth Management LLC email formats with LeadIQ.

How many employees does Bollin Wealth Management LLC have currently?

Minus sign iconPlus sign iconBollin Wealth Management LLC has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Bollin Wealth Management LLC's key employees and leadership?

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As of July 2026, Bollin Wealth Management LLC's key employees include:

  • President: P. S.

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