Boldin Advisors

Sarah Busch is a CFP® and holds a Series 65 license with three years of industry experience. She is currently with Boldin Advisors and previously worked at NewRetirement Advisors LLC and Northstar Financial Management, Inc. Outside of her advisory role, she is a 50% owner of a farming operation and a land holding company in Colton, WA. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, emphasizing a long-term, diversified investment approach using indexed mutual funds and ETFs. The firm offers planning through fixed, hourly, or ongoing engagements but does not manage client portfolios or hold client assets.

Adam Wilkins is a CFP® with five years of industry experience, currently serving as an investment advisor representative at Boldin Advisors and Pace Wealth, LLC. He has worked at several firms including Modern Wealth Management, Wealth Management Solutions, and Mariaca Wealth Management. Wilkins conducts most of his advisory work through Boldin Advisors, based in Exton, PA. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on written plans and fixed or hourly engagements. The firm employs a long-term, low-cost investment approach based on Modern Portfolio Theory, emphasizing diversified indexed funds and ETFs without managing client assets directly.

Brianna Black is a CFP® with seven years of experience in financial advising, currently working at Boldin Advisors in San Antonio, TX. Her prior roles include positions at WealthPoint Advisors, Financial Life Advisors, and Saltbox Financial LLC. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on written plans and fixed or hourly engagements. The firm follows Modern Portfolio Theory, emphasizing low-cost, diversified indexed funds and ETFs with a long-term, buy-and-hold strategy.

As the founder of Southbound Wealth, I take pride in shouldering the heavy lifting for my clients. I have been in the financial services industry for over 8 years and during that time I have worked with individuals at all stages of life. I currently specialize in supporting small business owners, growing families, and those navigating the transition into retirement. I’ve built Southbound Wealth around the idea of making steady, tangible progress. My goal is to make the financial planning process as seamless and stress-free as possible for for my clients. Every action and milestone will be clearly laid out, so you can trust that we’re always making progress towards what is important to you. I live in Rock Hill, SC with my wife, Katie, and our two children, Madelyn and Wyatt.

Andrew Barton is a CFP® certificant with 13 years of experience in financial advising. He is currently with Boldin Advisors, a team-based firm, and has held prior roles at Facet, MEEDER Investment Management, and Libertas Wealth Management Group. Outside of financial advising, he is the owner and board member of Uncle D, LLC, a printing services and product promotion business. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on low-cost, diversified indexed funds and ETFs with a long-term, buy-and-hold investment approach. The firm operates multiple offices with a six-advisor team and charges fixed, hourly, or annual fees rather than percentage-based fees.

Lyndon Lorenz is a CFP® professional with 10 years of industry experience, currently serving at Boldin Advisors. His prior roles include positions at NewRetirement Advisors, LLC and Midwest Professional Planners, Ltd., as well as a brief tenure at DoorDash. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on low-cost, diversified indexed funds and ETFs with a long-term, buy-and-hold investment approach. The firm operates multiple offices with a six-advisor team and offers fixed, hourly, or annual planning engagements without portfolio management or custody of client assets.

Stephen Chen is a Series 65-licensed financial advisor with eight years of industry experience. He is currently affiliated with Boldin Advisors and has held roles at Newretirement Advisors, LLC since 2018 and Newretirement, Inc. since 2004. Chen serves as CEO of NewRetirement, Inc., an educational website focused on retirement planning. Boldin Advisors offers financial planning and consulting services to individuals, trusts, estates, and small businesses, emphasizing a fiduciary approach with investment strategies based on Modern Portfolio Theory and low-cost indexed funds. The firm provides planning through written reports and fixed or hourly engagements without managing client assets directly.

Ross Dugas is a financial advisor at Scientific Financial in Pearland, TX, holding a Series 65 designation with three years of industry experience. His prior work includes a 13-year tenure at Dow Inc. and roles at Integrated Wealth Partners and NewRetirement Advisors, LLC d/b/a Boldin Advisors. Scientific Financial is an independent, fee-only advisory firm serving individual clients, including high-net-worth individuals, and charitable organizations. The firm focuses on comprehensive financial planning and limited-scope advice without managing or holding client assets, favoring passive, index-based investment strategies and tailored engagement models.

Dennis Brawley is a CFP® professional with 12 years of industry experience, currently serving at Boldin Advisors. He previously worked for Wells Fargo Advisors for 10 years before joining Boldin Advisors in 2025. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on low-cost, diversified indexed funds and ETFs with a long-term buy-and-hold strategy. The firm operates with a six-advisor team across seven offices and offers planning on fixed, hourly, or annual terms without managing client portfolios or charging percentage-of-AUM fees.

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