About
Guiding Principles
Our Mission
To empower hardworking families and busy professionals with children to build and preserve financial legacies through personalized financial planning and investment management.
Our Vision
To be the trusted partner for families and professionals, ensuring financial security and prosperity for generations to come.
Our Values
- Integrity
- Family-Focused
- Excellence
- Legacy
Meet The Team
Michael Bollinger, CFP®
Founder
I established Bollinger Wealth Management in 2018, embarking on a mission to empower families with the knowledge and strategies needed to protect their financial future. My focus goes beyond cookie cutter financial planning seen around the industry; I am dedicated to helping-hard working families build financial legacies for their unique needs.
Having attained my CFP® certification, I am committed to upholding the highest standards of professionalism and ethical conduct. I am an active member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and the XY Planning Network (XYPN). With over a decade of experience in finance, encompassing structured products, index administration, financial planning, and investment management has provided me with knowledge unique to the industry. My educational background includes a degree in Finance from Southern Methodist University (SMU) in Dallas.
I met my lovely wife Bianca at SMU, and we married in 2016. Our wonderful daughter Gabriella was born in 2023. I also adopted a rambunctious chocolate lab named Bowser as a birthday surprise for my wife in 2018. When we are not working, we enjoy spending time as a family reading, playing games, and going for walks.
Are you ready?
Take The First Step
If you’re ready to take control of your time, finances, and future, let’s explore your goals and see if we’re the right fit.