Phillip Bollin
Owner
Bollin Wealth Management LLC
Fee-Only financial planner located in Perrysburg, OH, serving clients locally and across the country
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
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.

Get to Know Phillip Bollin
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.
I Can Help You With:
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Risk Management
- Estate and Legacy Planning
Ideal Clients:
- Engineers
- Business Owners and Entrepreneurs
- Sudden Money Situations
- High Net Worth Investors
- Retirees and Pre-Retirees
- University Educators
- Consultants and Intellectual Property Careers
- Medical Professionals
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Phillip Bollin's Designations and Affiliations
Phillip Bollin is a Member of The Financial Planning Association® (FPA®)
Media Mentions and Industry Involvement
Phillip Bollin is a Member of the Zoe Advisor Network
Bollin Wealth Management is a Member of the Perrysburg Area Chamber of Commerce
Phillip Bollin is a Member of the Perrysburg Rotary Club
Phillip Bollin is Quoted on WTOL: "Strengthening your savings by dropping needless fees and forgotten subscriptions"
Phillip Bollin is Quoted in Advisors Magazine: "Calculated Risk Beats Inflation’s Wealth Erosion"
Phillip Bollin is Quoted in MarketWatch: "4 basic retirement plans for entrepreneurs"
Office Locations
842 W. South Boundary St. - Perrysburg, OH 43551
Advisor Disclosure
Bollin Wealth Management, LLC is a fee-only Registered Invesment Advisor registered with the states of Ohio and Michigan.