By integrating your money with your life through effective coaching, planning and asset / money management, we will help you reduce stress and fulfill your dreams.

We help you merge success with significance.

Headquartered in Brentwood, Tennessee, Bolen | Dodson & Associates provides integrated advisory, financial planning, and individualized portfolio management services on an "open architecture", fee only, fiduciary basis.

"Once you have a clear picture of your priorities - that is values, goals, and high leverage activities - organize around them." - Stephen Covey

        Bolen | Dodson & Associates employs a risk management portfolio strategy based on your investment objectives, time frame, and ability to handle interim volatility. We use time-tested and tax efficient investment management procedures developed from over 20 years of real world experience. Our investment process is logical, systematic and disciplined.

       Our open architecture enables us to locate best in class mutual funds, exchange traded funds and other investments that meet our client's needs.

       Founder and President Robert (Bob) V. Bolen has over 22 years of investment industry experience. His first career of 14+ years was as an equity securities analyst, but in 2001 he began using his knowledge and experience to help clients integrate their money with their life. Bob is a member of the Financial Planning Association (FPA) and Chartered Financial Analyst (CFA) Institute and a board member of the local chapters of each. He is also a member of the National Association of Personal Financial Advisors (NAPFA). Mr. Bolen is active in faith-based, civic, occupational and community affairs.