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What We Do

Bolt Financial Group is a fee-only wealth coaching and advisory firm located in Columbus, Ohio. Bolt Financial Group guides professionals and retirees toward achieving financial independence and a long-term investment strategy. Bolt Financial Group utilizes an approach called Free Market Investment Strategy that is based on sixty years of Nobel Prize winning research.


Free Market Portfolio Theory is the synthesis of three academic principles:

  1. Efficient Market Hypothesis
  2. Modern Portfolio Theory
  3. The Three-Factor Method

Together these concepts form a powerful, disciplined and diversified approach to investing. The result is globally diversified portfolios including over 16,000 equities and fixed income securities spread across forty-five countries, designed and engineered to capture market rates of return over specific time horizons. This approach will help the investor achieve true investment “peace of mind.”

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