A complete list of active advisors currently associated with Borde Financial

Warmer can help you find a great advisor at Borde Financial or one who fits your needs even better.

Borde Financial provides discretionary asset management, financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, trusts, estates and business owners. The firm also offers limited‑scope ERISA 3(21) services for qualified retirement plans and facilitates the selection and onboarding of third‑party investment managers when appropriate. Investment programs are built from client profiles documenting goals, time horizons and risk tolerance, with security selection informed by fundamental, technical and cyclical analysis. Financial planning is offered on an hourly basis with set delivery timelines, and the firm monitors recommended third‑party managers and communicates ongoing updates to clients. Notable features disclosed in the brochure include that the firm’s managing member is a licensed insurance agent who spends a substantial portion of time on insurance activities and may offer insurance products for separate compensation, and that the firm receives referral or ongoing fees when placing clients with third‑party managers. The firm does not act as a private fund adviser, does not sponsor wrap fee programs, and does not vote client proxies, which are points of difference compared with many peers.

To learn more about the advisors currently working at Borde Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Corrie Borde	Melbourne, FL	4

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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