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

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Bradford D. Bolletino, AWM

Senior Vice President - Financial Advisor, Senior Consulting Group


Daniel S. Heenan, CFP®

Vice President - Senior Financial Associate

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Daniel P. Heenan

Senior Financial Associate

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Vincent Fallon, APP

Registered Client Associate


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.


Wealth Management Consultant


Trust Consultant


Wealth Management Banker


Wealth Strategist

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