Member Spotlight: Bolt Financial

Columbus Chamber
The Columbus Chamber provides connections, resources and solutions that help small businesses and Fortune 500 enterprises grow Central Ohio's economy.

Member Spotlight by Shaun Carney, CFP, Bolt Financial

Provide us with a brief summary of your business’ services.

At Bolt Financial Group, we approach financial planning with transparency, honesty and sincerity. As a fee-only firm, we invest our client’s funds in the same manner we invest our own, because we believe strongly in our services and expertise. Our mission to provide our clients and their families with a better wealth experience, is accomplished through a three-step process, known as the 3 Ps: Prepare, Perform, Protect.

Our strategy is based on sixty years of Nobel Prize winning research, together forming a powerful, disciplined and diversified approach to investing. The foundation is designed and engineered to capture market rates of return over specific time horizons, helping each individual investor achieve true investment “peace of mind.” When you make the decision to partner with our firm, you will gain incredible insight into your current financial picture, and complete confidence in your future wealth outlook.

Tell us about your company’s mission and values.

As a fee-only wealth coaching and investment advisory firm, our mission is to serve families that serve in our community by guiding serious, long term investors on a path that leads toward the achievement of their retirement dreams.

Rooted in academics, education and financial coaching, we provide strategic financial management services centered around our clients and their families.

What are the services you use the most (or are looking forward to using) from the Columbus Chamber?

We are looking forward to immersing ourselves in the community and making key connections with strategic members. We also see a huge need for financial education. We come across several families and investors that do not have a strategic retirement plan in place – no matter how old they are, and simply do not understand how their portfolio is performing. At Bolt Financial Group, we host several educational events in the community throughout the year, to help provide families and investors tools so that they can be better prepared for the future.

How do you stay engaged with trends that you see in your industry?

Rooted in academics, we focus on a long-term strategy, staying engaged with trends through strategic networks, organizations and research, including XY Planning Network, the leading organization for fee-only financial advisors. We also listen to our clients.

What is your company culture like?

We’re a small company, with driven and passionate employees and great clients. Employees and clients alike are our family, so we want our culture to reflect that. We work hard, celebrate every milestone and continue to learn and get better.

What does it take to be a successful employee at your company?

You must have fun, enjoy learning and driven to get better every day. We’re growing as a business, and more importantly as professionals. There’s something to be learned every single day at Bolt Financial Group.

What makes Columbus such a great place to do business?

I’ve lived in several different states and have flown to several countries. When my wife and I decided to leave active duty and set roots somewhere, we searched for a community where we could raise our children to become the best possible version of themselves. Columbus was an easy decision. Columbus doesn’t just have great schools and great people; this community is comprised of families that want to see it become better every day. I believe the great community we have called home, will be even a better community years to come, and I want to be a part of that.

Where is your favorite place to have a meeting outside the office?

The golf course! I also work with a lot of Service Academy graduates around the country (and even overseas!), so another great spot to have early or late meetings tend to be my garage.

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