BOLIN CREEK WEALTH ADVISORS LLC

Overview

Bolin Creek Wealth Advisors LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management, and educational programming. The firm operates on an hourly and fixed-fee model rather than asset-based billing, which aligns with a planning-first approach and allows discrete engagements for advice and workshops in addition to ongoing portfolio oversight. Investment activity is concentrated in publicly traded equities, with a clear preference for exchange-traded instruments as the core portfolio building blocks. The adviser does not position itself as a capital allocator or pension consultant and is not an active ESG investor. Where alternatives are used, the firm relies on third-party managers rather than in-house fund vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices