A short YouTube firm-profile video (uploaded May 20, 2025) introducing several financial advisors at Boldin Advisors. Each advisor gives a brief on-camera introduction—name, role/title, background or motivation for advising, and what they find rewarding about the work. Themes: empowering clients, low-cost/index investing, financial education, reducing client stress, and helping clients achieve retirement confidence.
Questions this video answers
Ross Dugow; Madeline McIver; Bruce Lorenz; Andy Barton; Bree (Bree Black).
Chapters
Hi, I'm Ross Dugow with Bolden Advisors. What I like most about Bolden is that it empowers families. This is a traditional industry where typically someone hand over control of their assets for someone else to manage, and they paid a significant fee for that. But this is not the 1980s. The world has changed. This is the information age. Today, investing is all done online and you can do it yourselves. We have personal computers. We can do our own trades. Today you can choose funds that have thousands of holdings. Gives you instant diversification. We know that typically index funds are going to be active management or stock picking. There's no secret formula. We shouldn't be paying for someone to beat the market. And managing investments is actually pretty simple, or at least it ought to be. I like that Bolden is really designed for the future of what this industry should be.
Hi, I'm Madeline McIver. I'm a financial advisor at Bolden. The most rewarding part of helping people is providing the confidence to retire and the peace of mind that comes with it.
Hi, my name is Bruce Lorenz. I'm a certified financial planner, a financial advisor at Bolden Advisors. I got into the financial advising business because I genuinely love to help people make the most of their lives reach their financial goals. Money touches every part of our lives, and I wanted to be that someone that can educate and help reduce the confusion and stress with your financial decisions.
My name is Andy Barton and I'm a financial advisor at Bolton. I started college as an accounting major at Ohio State, but was lucky enough to intern at an RIA here in Columbus, Ohio, during my sophomore year and fell in love with the impact you can make in financial planning. I enjoy meeting with and building relationships with clients, and I've always had a special knack for math, budgeting, excel sheets, and the markets. I changed my major to financial planning, graduated college, and I'm fortunate enough. I've been in the industry my entire career.
Hi, my name is Bree Black and I'm a financial advisor at Holden. The most rewarding part of my work is helping someone realize that their financial goals are not only possible, but they're within reach. That moment of relief when they realize that they're not alone and they have someone they can trust to help them move forward. That's what makes it all worth it.
