Nick Bormann Email & Phone Number

I help busy professionals plan for financial independence, and then stick around every step of the way to keep that plan on track. In practice, what does that look like? We can do a careful walk-through of your current finances to make the most of your money today, and catch any "low-hanging fruit": easy stuff that might immediately improve your situation and take some stress off your shoulders. Then, over time, I can build and manage a portfolio of index funds, ETFs, and individual stocks for you. I work in the background to advance your big goals and act as an on-call resource whenever questions come up.Financial planning and investment management are two distinct services. You can have one, the other, or both in a comprehensive package. The goal is to save you money while giving excellent value from advice in the areas you find most important.How is this different from other advisors? My training in economics plus years of experience in hands-on personal finance gives a distinct take on investment management which you're unlikely to find anywhere else. Working professionals, new retirees, and small business owners who care about having their assets managed with care, diligence, and creativity -- but don't have time to do it all themselves -- I believe get the highest value from my services.Questions? Visit my website or send me a message!OTHER DETAILS:- Blog: 🔗 bormannwm.com/latest-posts 🔗- Fee-only fiduciary advisor, independent with no industry affiliations. Never paid by commission on financial products. Clients best interests first, always and at all times.- No minimum account sizes to get started. Usually whatever your current situation, I can meet you where you are.- Services offered remotely. I travel a lot, maybe you do too, but distance doesn't have to be a barrier to top quality advice!- Proud to operate my practice as a CERTIFIED FINANCIAL PLANNER™ Professional. The CFP® designation is one of the most prestigious in the industry, requiring broad knowledge across planning disciplines (investment, tax, estate, etc.) and holding practitioners to a standard of excellence when offering financial advice.Bormann Wealth Management LLC is a registered investment adviser offering advisory services in the State of Washington and in other jurisdictions where exempted. Currently serving clients in five states.

Listed skills include Writing, Financial Advisory, Social Media, Public Speaking, and 32 others.