Bolt Financial Group

About Us

Bolt Financial Group is a fee-only wealth coaching and investment advisory firm. We provide clients with a better wealth experience, and that starts with our fiduciary relationship.

Rather than focus solely on money, we focus on the dreams of our clients. Emphasizing the experience of investing and planning, our clients are active participants in their financial plan, and are able to understand and enjoy the process. As your financial planning advocate, we are here for you through the good times, as well as the bad. Where you stand today, matters. Where you want to go, matters even more.

At Bolt Financial Group, our clients are our family. We partner with individuals and families across the country, and have the technology and resources to serve you.