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Bollin Wealth Management LLC

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Perrysburg, OH
Bollin Wealth Management LLC

We understand that today’s economic and financial environment is more complicated and confusing than ever.

Bollin Wealth Management is a fee-only Registered Investment Advisor providing
best-in-class financial planning and investment advisory services with a fiduciary focus. Bollin Wealth Management is a fee-only financial planning and investment advisory services firm located in the Toledo suburb of Perrysburg, Ohio, that provides comprehensive wealth management solutions, delivered under the fiduciar

y 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 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. Bollin Wealth Management was founded in 2004 by Phillip Bollin, a CERTIFIED FINANCIAL PLANNER™ professional, to provide best-in-class financial planning solutions with a fiduciary focus. He accomplished this by marrying the best practices of financial planning with the problem-solving methodology he learned in his career as an engineer. He’s passionate about guiding clients to be better stewards of their financial resources. To schedule a meeting, call (419) 878-3934 or email [email protected].
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Bollin Wealth Management, LLC is a fee-only Registered Investment Advisor, registered in the states of Ohio and Michigan. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information posted on this or any 'linked' website.

02/16/2026

In honor of President’s Day, let’s take a moment to reflect on the wisdom of our forefathers. If the American Dream is about making something of ourselves and living financially healthy lives, then it seems reasonable to say that a stress-free retirement is that dream coming to fruition.

We all want to retire comfortably one day, and many Americans actually have the power to make it happen if they set clear saving and investing goals – and work hard to meet them. This President’s Day, we could all afford to take a cue from America’s leaders and founding fathers:

“There is no dignity quite so impressive, and no independence quite so important, as living within your means,” Calvin Coolidge, 30th U.S. president.

“Things do not happen. Things are made to happen,” John F. Kennedy, 35th U.S. president.

“Patience and perseverance have a magical effect before which difficulties disappear and obstacles vanish,” John Quincy Adams, 6th U.S. president.

You are in control of your own destiny. Take inspiration from the wisdom of former American leaders and use it to prepare your financial future. By making a few sacrifices today to pay off your high-interest loans and make saving and investing a part of your budget, you’ll move the needle toward achieving financial health and fulfilling the American Dream.

07/14/2025

According to recent data, the national average salary needed to live comfortably is now $93,933 for a single adult.

In cities like Tampa/St. Pete, that number rises to over $94,000—and for families with two working adults and two children? You’re looking at $209,498 annually.

That’s not “luxury.” That’s just comfortable.

So how do you build wealth when the cost of living keeps climbing?

Here are 3 timeless investing principles:

1️⃣ Start Early, Start Small
Time in the market beats timing the market. Small, consistent contributions add up.

2️⃣ Invest With a Plan
Blind investing is gambling. Have a goal—whether it’s retirement, college, or freedom from paycheck-to-paycheck stress.

3️⃣ Diversify Intelligently
Don’t chase trends. Build a mix of assets that align with your timeline, risk tolerance, and goals.

📊 You don’t need to be wealthy to start investing wisely.
But you do need a strategy to become wealthy.

If you’re feeling the squeeze, let’s build a plan that works for your life—not just your paycheck.

🔗 Book a call

07/10/2025

🔍 What Crocs Can Teach Us About Investing

If you had invested in Crocs ($CROX) back in 2017—when shares were trading around $6—you’d be looking at a return of more than 1,600% by late 2021. Even at today’s ~$106, that’s a gain of nearly 700% all-time.

So what changed?

✔️ Focused Strategy – Crocs didn’t abandon its polarizing product. It doubled down on what made it different.
✔️ Marketing Evolution – Collaborations with artists like Post Malone and campaigns like “Come As You Are” helped reframe the brand for new generations.
✔️ Cultural Timing – Remote work and comfort-first fashion played directly into their strengths.
✔️ Operational Discipline – Streamlined product lines and e-commerce strength fueled sustainable growth.

Crocs didn’t follow hype cycles. It stayed grounded in fundamentals—proving that sometimes, the best investment isn’t a shiny new trend, but a company that knows exactly who it is.

📈 Long-term investing is rarely flashy. But with patience, clarity, and timing, the results can be extraordinary.

Need help identifying the next Crocs?
Let’s talk: https://calendly.com/bollinwealth

07/08/2025

NVIDIA Nears $4 Trillion: A Defining Moment in Market History

NVIDIA ($NVDA) is just 2.75% away from becoming the first company ever to hit a $4 trillion market cap.

This isn’t just a tech milestone—it’s a market-defining event.

📌 Current Valuation: $3.86 trillion
📌 Share Price: $159.34 (as of July 7, 2025)
📌 S&P 500 Weight: Now nearing 7.4% of the index

Why it matters:

• AI at Scale: NVIDIA’s chips power nearly every advanced AI system in operation—from cloud infrastructure to autonomous vehicles.
• Portfolio Implications: With this much weight in the S&P, NVIDIA’s movement alone can sway entire retirement accounts.
• Market Psychology: The gap between leading innovation and rational investing is getting smaller—and more important to understand.

At Bollin Wealth Management, we help clients make sense of moments like this—not just watch them from the sidelines.

If your portfolio isn’t aligned with where the future is going, it’s time to reassess.

07/07/2025

🚗 1 in 5 new car buyers are now paying $1,000+ per month.

Let that sink in.

That’s $12,000 a year…
On a depreciating asset.
Not including gas, insurance, or maintenance.

Now imagine if that same $1,000/month were invested consistently for 10 years:
➡️ At a modest 7% return, you’d have nearly $175,000
➡️ At 10%, closer to $200,000+

The truth?
We don’t just budget with dollars—we budget with opportunities.

It’s easy to justify luxury when interest rates are low or “everyone’s doing it.” But financial independence isn’t about what you drive…
It’s about what drives your financial decisions.

💬 Ask yourself:

• Am I financing lifestyle or building wealth?
• Is this payment adding value—or just draining future freedom?
• Will this choice serve me in 5 years?

A strong financial plan doesn’t say no to spending.
It just helps you spend with purpose.

Let’s talk strategy. Book a call.

07/04/2025

247 years ago, our forefathers declared independence. Today, we help preserve it—financially. 🇺🇸

Freedom isn’t just a founding ideal—it’s a legacy we protect. From building generational wealth to navigating life’s financial crossroads, we stand beside families, business owners, and engineers who want to live with purpose, not pressure.

Because true independence isn’t just political. It’s personal. It’s financial. And it’s worth planning for.

Want to build a financial future that lasts longer than fireworks? Let’s talk.

07/01/2025

📅 It’s July 1st—aka Bobby Bonilla Day.
Once again, the New York Mets will pay Bonilla $1.193 million today…
And they’ll do it every July 1st until 2035.

Why?

Back in 2000, instead of paying Bonilla $5.9M to go away, the Mets agreed to defer his payments—with 8% interest—stretching it over 35 years. That turned into a $29.8M payout.

📈 That’s the power of compound interest and smart negotiation.

Whether it was brilliant or reckless depends on your lens (the Mets were banking on Madoff returns…). But Bonilla’s team understood something many people overlook:

➡️ Time can turn modest money into major wealth.

Here’s the financial takeaway for the rest of us:
• 💼 Deferred compensation, if structured right, can be a powerful planning tool.
• 📊 Compound interest rewards patience and long-term vision.
• 🧠 A good financial advisor helps you play the long game.

Want to explore how you can build your own version of Bobby Bonilla Day?

Book a call to start your plan—before July 1st, 2035 rolls around again.

06/30/2025

📉 Down 54% in 5 years.

Etsy’s story is a powerful reminder: Even beloved brands with strong communities aren’t immune to market reality.

During the pandemic, Etsy became a Wall Street darling. A surge in online shopping and handcrafted goods fueled rapid growth. But that growth wasn’t sustainable. Since then, a combination of shifting consumer behavior, rising fees, increased competition, and reduced marketplace trust has led to a painful correction.

Here’s what this chart teaches us:

✅ A good company doesn’t always mean a good investment.
✅ Hype can inflate value—discipline helps preserve it.
✅ Diversification isn’t optional—it’s protection.

Emotions run high when we invest in companies we love. That’s why having a financial plan—and a financial planner—grounded in long-term strategy is key.

Because your portfolio should be built on conviction, not virality.

Let’s talk about how to create a portfolio that’s ready for the next five years—not just the last five.

Book a free intro call to start the conversation.

06/29/2025

📱 Today marks a moment that changed everything.

In 2007, Steve Jobs stood on a stage and introduced something that wasn’t just a phone—it was a revolution.

“An iPod. A phone. An internet communicator… Are you getting it?”

That moment wasn’t just the launch of the first iPhone. It was the launch of an entirely new way of living, working, and communicating.

It transformed:
• The tech industry—ushering in an era of mobile-first design.
• The financial industry—putting investing, budgeting, and banking into our pockets.
• The marketing world—making content, advertising, and brand storytelling more personal and powerful than ever before.
• Our daily lives—shifting everything from how we shop to how we take photos of our kids.

What started as a bold bet in 2007 has become the foundation for industries, businesses, and digital behavior worldwide.

Innovation is never obvious in the moment.
But it always favors those who are paying attention.

💡 Ask yourself today: What “iPhone moment” is happening right now that we aren’t recognizing yet?

06/28/2025

🌍 $324 Trillion.
That’s the total global debt in early 2025—a number that jumped $7.5 trillion in just the last three months.

📊 According to the Institute of International Finance, emerging markets now hold $106 trillion of that debt, with China, France, and Germany leading the surge.

But the bigger concern?
👉 A $26 trillion wave of debt redemptions due by the end of the year.
That’s a pressure cooker for global markets, financial institutions, and individual investors alike.

What does this mean for you?
It’s a powerful reminder that debt isn’t just a personal issue—it’s a global one. And in times of high volatility, having a plan in place matters more than ever.

✅ Financial literacy
✅ Risk management
✅ Diversified strategies
✅ Long-term guidance

A good financial planner helps you block out the noise and stay anchored.

06/27/2025

🎉 Happy Birthday to Phil Bollin – The Financial Engineer! 🧠📈

Here’s to a year filled with good health, strong markets, and meaningful moments with family. Happy Birthday, Phil!

Address

842 W. South Boundary Street
Perrysburg, OH
43551

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

(419) 878-3934

Website

http://www.bollinwealth.com/

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