von Borstel & Associates, Inc.
Financial Services - Portland, OR, US
von Borstel & Associates, Inc. Employees
Wayne von Borstel
President & Founder | Wealth & Financial Author | Financial & Retirement Advisor
Wayne Cfp
President & Founder | Wealth & Financial Author | Financial & Retirement Advisor
von Borstel & Associates, Inc. Senior Management
Wayne von Borstel
President & Founder | Wealth & Financial Author | Financial & Retirement Advisor
Wayne Cfp
President & Founder | Wealth & Financial Author | Financial & Retirement Advisor
von Borstel & Associates, Inc. Details
von Borstel & Associates is an independent, financial planning firm focused on helping clients align their values, vision and wealth to help pursue financial clarity and continued success. We design, implement and maintain custom-tailored wealth management strategies and solutions for affluent families, business owners, highly compensated professionals and people who have recently lost a spouse.• Our professional credentials, vast experience and depth of knowledge ensure that the brightest minds are strategically formulating a sound financial plan.• We maintain a very low client to team member ratio, lower than many firms in the industry. We do so intentionally to ensure the highest level service experience for our clients. • We are independent, which means we are free of pressures to sell proprietary "in-house" products. We recommend investments based upon the merits of those investments and their level of appropriateness for the individual plans. Investment advisory services offered through von Borstel & Associates, Inc., an SEC Registered Investment Advisor.
von Borstel & Associates, Inc. Technologies
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