A complete list of active advisors currently associated with Borland Marker
Warmer can help you find a great advisor at Borland Marker or one who fits your needs even better.
Borland Marker is a small, single-advisor registered investment adviser managing roughly $98 million for about 78 clients, and it serves individuals, trusts, estates and business entities. The firm provides financial planning, consulting and discretionary investment management, including comprehensive wealth management and portfolio oversight for individual clients. The firm employs a client-specific, top-down investment approach that combines fundamental and technical analysis to allocate among mutual funds, ETFs, individual equities, fixed income and CDs, with portfolios tailored to risk tolerance, time horizon and liquidity constraints. Its financial planning process is structured (a six-step retirement and family legacy workflow) and includes multi-decade projections, implementation support and quarterly monitoring and reviews. Notably, Borland Marker does not report serving high-net-worth individuals and appears focused on non-HNW households and legacy-oriented planning rather than HNW advisory work. The firm, newly registered in 2024, makes use of institutional custody and operational support from Fidelity (including access to institutional trading, block trading and software), accepts direct fee debit and can advise on held-away products such as variable annuities—features that create custody and vendor-support considerations clients should review.
To learn more about the advisors currently working at Borland Marker, 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 |
|---|---|---|
Dayton, OH
| 8
|
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