Bollinger Financial Advisory, Inc.

Overview

Bollinger Financial Advisory, Inc. operates as a small, owner‑held advisory corporation focused on delivering financial planning services on an hourly-fee basis. The firm does not present itself as a discretionary capital allocator and is not registered as an active ESG investor or a multi‑state adviser. Its activity centers on planning and advice rather than large-scale portfolio management, and the firm’s classification is listed as unclassified. On the investment side, the firm uses a mix of traditional and alternative vehicles in client recommendations. Alternatives identified in the firm’s activity include real estate, commodities and oil & gas — indicating a willingness to place client capital with third‑party managers or funds rather than building in‑house proprietary strategies. For traditional exposures the firm uses mutual funds, corporate debt and annuities, which suggests a focus on diversified mutual fund sleeves for core equity and fixed income, supplemented by income-focused solutions and structured insurance products when appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices