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Financial Success Means More Than Just Great Investments!
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.
We partner with a select group of individuals and families who seek guidance and expertise as they reach a transition point in their lives. Our clients are engaged in our proprietary process called The Vision to Wealth Process®. It helps bring clarity to what matters most in their lives while allowing us to focus on what we can control.
• 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.
“Public comments posted on this site are not selected, amended, deleted, or sorted in any way. Certain editing of personal identifiable information and misinformation may be deleted in cases of profanity,
misleading or fraudulent comments.”
Investment advisory services offered through von Borstel & Associates, Inc., an SEC Registered Investment Advisor.
Company Details
- Employees
- 7
- Address
- 9955 Se Washington, Suite 105, Portland,or,united States
- Industry
- Financial Services
- Website
- https://vonborstel.com/
- Keywords
- Financial Planning, Estate Planning, Retirment Planning, Financial Coaching, Comprehensive Wealth Management, 401K Rollovers, Retirement Income Strategies, Wealth Transfer Planning.
- HQ
- Portland, OR
- Competitors
- Eastern District NCPHA, Gradient Capital Advisors, LLC, AMA Alliance, Aramsco, Carol Parker Walsh Consulting Group, Von Borstel Asesores Ambientales S.A. de C.V., NAPO Washington State Chapter, Arboriculture Society of Michigan Foundation & Historical Society, Royal Papers - RoyaLab, Financial Training Australia.
Von Borstel & Associates, Inc. Questions
von Borstel & Associates, Inc.'s website is https://vonborstel.com/
von Borstel & Associates, Inc.'s LinkedIn profile is https://www.linkedin.com/company/vonborstel
von Borstel & Associates, Inc. has
7 employees.
View email and phone details for 7
employees at von Borstel & Associates, Inc..
von Borstel & Associates, Inc.'s industry is
Financial Services
von Borstel & Associates, Inc.'s top competitors are
Eastern District Ncpha,
Gradient Capital Advisors, Llc,
Ama Alliance,
Aramsco,
Carol Parker Walsh Consulting Group,
Von Borstel Asesores Ambientales S.a. De C.v.,
Napo Washington State Chapter,
Arboriculture Society Of Michigan Foundation & Historical Society,
Royal Papers - Royalab,
Financial Training Australia.
von Borstel & Associates, Inc.'s categories are Financial Services
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Top von Borstel & Associates, Inc. Employees
-
Allen Beeks
Accounts Specialist At Von Borstel & Associates, Inc.
Portland, Oregon Metropolitan Area, United States1vonborstel.com -
Wayne von Borstel, CFP®, CKA®, MSFS, ChFC®, CLU®
Aligning Values, Vision And Wealth®
Portland, Oregon, United States, United States4lpl.com, gorge.net, vonborstel.com, vonborstel.com4 +154198XXXXX
-
-
Jessie Lamp
Marketing Director At Von Borstel & Associates, Inc.
The Dalles, Oregon, United States, United States1thedalleschamber.com
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