Bolt Financial Group is a fee-only wealth coaching and investment advisory firm located in Worthington, Ohio. We guide serious, long-term investors on a path that leads toward the achievement of their retirement goals.
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.
Who We Serve: At Bolt Financial Group, our clients are our family. Whether you are located in the Columbus, OH area, or across the country, we have the technology and resources to serve you.