Who We Are: Bolen | Dodson & Associates Bolen | Dodson & Associates is the result of a merger between Bolen Asset Management, founded by Robert V. Bolen, CFA, CFP® and Lori A. Dodson and Associates, founded by Lori Dodson CPA, CFP®, MBA. Bolen | Dodson & Associates provides integrated Wealth Management services on an open architecture, fee only, fiduciary basis. Our Mission is to help people live inspired lives, free from worry about their money matters.  Weath Management is the long-term process of wisely managing your resources and your money so you can achieve your goals. Through our Wealth Coaching process, we will help you identify your aspirations and negotiate the financial issues that inevitably crop up in every stage of life. The process involves determining your goals, examining your current financial status, creating a plan for accomplishing what you desire and then following through. Integrated Wealth Management takes traditional financial planning's quantitative approach a big step forward by putting your life at the center of the conversation. At Bolen | Dodson & Associates, we will help you and your families paint the picture of your desired lives, your goals and aspirations. With a picture of what you want to accomplish or where you want to be, it will be much easier to put the pieces of your life together in a meaningful way. We will gladly work with your other advisors, such as attorneys or accountants, to help ensure you are integrating your money with your life. Bolen | Dodson & Associates constructs and manages investment portfolios on a discretionary basis that are customized to each client's goals, timeframe, and ability to handle risk. Potential portfolio assets may include money market funds, stocks, taxable and tax-exempt bonds, mutual funds, exchange traded funds, options, real estate and other appropriate investments. Within that framework, we employ a risk-management strategy, that seeks to preserve your wealth in poor markets and grow your wealth in good markets. Our five-step process to investing is logical, systematic, and disciplined. We do not earn sales commissions by selling securities or insurance products. We work independently on behalf of our clients and do not have the conflicts that many firms have. Furthermore, we do not compensate anyone, either directly or indirectly, for client referrals and don't require a minimum account size.