Mike Boroughs, Cfa, Cpa Email & Phone Number

Mike is the President and Managing Partner of the Fortis Financial Group. Fortis has two primary businesses: 1) Wealth Management company focused on providing customized, holistic financial planning to founders, business owners, corporate executives and successful families. 2) Fractional Finance / Outsourced Accounting and FP&A company that can cover any finance/accounting activities a business owner needs to make key strategic decisions and drive growth. Primarily works with businesses with $1M-$50M in revenues. What clients love most about working with Mike is the consultative and collaborative approach he takes to helping clients make financial decisions and accomplish their goals. His breadth of experience across investing, accounting, business and entrepreneurship provide unique insights into how to grow your company, make more money and increase your net worth. Mike has an entpreneurial mentality that many business owners find easy to relate with. Given his accounting and hedge fund background, Mike particularly enjoys working with owners to help them optimize the financials of their business which allows them to accomplish their personal financial goals. Many of his successful clients are very busy, work incredibly hard, are great at what they do but are constantly worried about their blind spots when it comes to their finances such as: i) not optimizing their portfolio, ii) missing out on tax strategies to save money, iii) not properly managing downside risks to their family or business, iv) not knowing how changes in the economy or tax laws will impact their wealth or v) not optimizing their business balance sheet. They love having Mike’s team watch their back and provide the guidance they need to feel secure in their decisions.Some of the areas where Mike adds the most immediate value:- Providing peace of mind around retirement, second career decisions or business exits- Optimizing investment portfolio to ensure it is efficient for risk level- Estate planning strategies to minimize estate tax- Tax strategy to reduce annual liability- Management of concentrated positions- Coordinating your team of financial professionals - Decision analysis around big financial decisions such real estate purchases, sales of businesses, retirement, etc.We have been rapidly expanding and adding talented members to our team to both advise and service our clients. If you'd like to work with us either as a professional on the team or as a client please don't hesitate to reach out. Talk is free and I'm always open to having a conversation!

Listed skills include Investments, Financial Modeling, Finance, Financial Analysis, and 18 others.