A complete list of active advisors currently associated with Borges Financial

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

Borges Financial is a solo independent registered investment adviser that provides comprehensive financial planning to individuals, including high-net-worth clients, through hourly and ongoing engagements. Like many independent firms, it works directly with individual clients, but it also offers investment consulting services to other financial advisors. The firm’s investment guidance is grounded in modern portfolio theory and typically emphasizes diversified, buy-and-hold portfolios constructed primarily with passive vehicles, while allowing selective active positions and ESG integration when appropriate. For advisor clients it delivers research, model-portfolio construction, due diligence, and portfolio analytics using third-party tools, and it provides recommendations and planning deliverables rather than managing or custodizing client assets. What is distinctive for a single-advisor firm is the breadth of non-individual clientele and consulting work: the brochure discloses engagements with banks, insurance companies, pension plans, municipal entities, charitable organizations, corporate clients, other investment advisers and even a sovereign wealth client. The firm charges planning and consulting fees on an hourly or retainer basis rather than percentage-of-assets fees, and it emphasizes its consultancy and planning focus supported by the principal’s international asset-management and consulting background and advanced investment and planning credentials.

To learn more about the advisors currently working at Borges 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.