The Boland Investment Group is a team of highly skilled financial advisors. With years of experience and locations in both Philadelphia and Palm Beach, Florida, we are able to help you achieve even your most sophisticated financial objectives. Our process begins with an in-depth discussion of your unique and specific needs. The outcome of this process is the development of a wealth management plan that perfectly matches the goals you want to accomplish.

Image of Robert Boland

Robert Boland, AWM

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

215-557-1702
Email |

Bradford D. Bolletino, AWM

Senior Vice President - Financial Advisor, Senior Consulting Group

215-557-1709

Daniel S. Heenan, CFP®

Vice President - Senior Financial Associate

215-557-1711
Email |

Daniel P. Heenan

Senior Financial Associate

215-557-1712
Email |

Vincent Fallon, APP

Registered Client Associate

215-557-1742

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.


advisor

Wealth Management Consultant


advisor

Trust Consultant


advisor

Wealth Management Banker


advisor

Wealth Strategist


Contact us

Please fill in all the mandatory fields.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields