Bolt Financial Group

Bolt Financial Group is a wealth coaching and investment, fee-only advisory firm located in Worthington, Ohio. We guide serious, long-term investors on a path that leads toward the achievement of their retirement goals. Utilizing the Free Market Investment Strategy approach, our firm is able to help clients live out their dream retirement. Based on 60 years of Nobel Prize winning research, the Free Market Portfolio Theory is the synthesis of three main academic principles: 1. Efficient Market Hypothesis 2. Modern Portfolio Theory 3. The Three-Factor Model Together, these concepts form a powerful, disciplined, and diversified approach to investing. As you prepare for, and begin to enjoy retirement, it is essential that you have a well defined strategy in place. Bolt Financial Group employs only the most effective, proven strategies, to help you retire right and achieve true investment peace of mind. 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 retirement plan, and are able to understand and enjoy the process. As your retirement 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. Bolt Financial Group is a goal-oriented advisory firm that offers integrity, experience, and confidence. The retirement of your dreams is well within reach. Check out our website, and discover how we can help you get there.

Investment Management
Greenville, South Carolina
Founded in 2017
1-10 employees

Bolt Financial Group is a wealth coaching and investment, fee-only advisory firm located in Worthington, Ohio. We guide serious, long-term investors on a path that leads toward the achievement of their retirement goals. Utilizing the Free Market Investment Strategy approach, our firm is able to help clients live out their dream retirement. Based on 60 years of Nobel Prize winning research, the Free Market Portfolio Theory is the synthesis of three main academic principles: 1. Efficient Market Hypothesis 2. Modern Portfolio Theory 3. The Three-Factor Model Together, these concepts form a powerful, disciplined, and diversified approach to investing. As you prepare for, and begin to enjoy retirement, it is essential that you have a well defined strategy in place. Bolt Financial Group employs only the most effective, proven strategies, to help you retire right and achieve true investment peace of mind. 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 retirement plan, and are able to understand and enjoy the process. As your retirement 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. Bolt Financial Group is a goal-oriented advisory firm that offers integrity, experience, and confidence. The retirement of your dreams is well within reach. Check out our website, and discover how we can help you get there.

Company Information

Industry
Investment Management
Company Type
Privately Held
Founded
2017
Employee Range
1-10
Revenue Range
Not available

Location

Address
5701 N. High Street Ohio Worthington
City
Greenville
Region
South Carolina
Postal Code
43085
Country
United States

Web Presence

Ready to automate your outreach?

Get unlimited access to our company database — complete with detailed profiles, funding info, and tech stacks — and start sending personalized emails with AI-powered follow-ups.

Frequently Asked Questions