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Bolin Creek Wealth Advisors LLC

Headquartered in CHAPEL HILL, NC

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Firm Information

Bolin Creek Wealth Advisors LLC is an investment advisor registered with the SEC that provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm, which has approximately $16.67 million in regulatory assets under management, also offers educational seminars.

Bolin Creek Wealth Advisors LLC

$16.67M

Assets Under Management

22

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

Branch Locations (1)

BOLIN CREEK WEALTH ADVISORS LLC has a total of 1 branch locations across the country.
location

CHAPEL HILL, NC

Advisors at Bolin Creek Wealth Advisors LLC

View All 2 Advisors
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Joseph Michael Marques

CFP®, RA

CHAPEL HILL, NC

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Austin Lane Brown

CFP®, RA

CHAPEL HILL, NC

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Disclosures

There are no public disclosures for Bolin Creek Wealth Advisors LLC.

Frequently Asked Questions (10)

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