Bolt Financial Group

Fee only. No commissions. No products. We are focused on financial planning - not earning a commission or selling unnecessary financial products. Our core principles are transparency, integrity, and humility. We work with strategic partners to develop and implement a financial plan which includes: investment management, tax preparation, insurance needs analysis, and estate planning. Our ultimate goal is to provide peace of mind to the individuals and families we partner with. We are structured to work virtually with individuals, so you're not limited by location. We take an evidence based approach to investing by utilizing low-cost broad-based index funds aligned with your risk tolerance. We are sworn fiduciaries who uphold an oath to put your interests and needs first at all times.

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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