A complete list of active advisors currently associated with James T. Borello & Co.

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James T. Borello & Co. provides investment advisory and financial planning services to individuals, high‑net‑worth clients, family offices, small businesses, trusts, and other entities, offering retirement, education, insurance, eldercare, tax, and estate planning alongside portfolio management. These services are delivered under an ongoing advisory relationship in which discretionary investment management and financial planning are provided together rather than billed as a separate hourly planning engagement. The firm builds client portfolios using asset allocation models informed by quantitative and qualitative analysis, third‑party research, and periodic reviews of mutual funds, ETFs, individual equities, and fixed‑income securities. For certain clients JTB may allocate assets to Schwab Personalized Indexing (a direct‑indexing program managed by Charles Schwab Investment Management) and may employ tax‑management techniques such as tax‑loss harvesting as part of its overall advice. JTB is dually registered as both an investment adviser and a broker‑dealer, and some professionals are registered representatives and licensed insurance agents, which permits commission‑based insurance sales and securities transactions and can present conflicts of interest in rollover or product recommendations. The firm also offers tax preparation by Enrolled Agents and manages over $621 million in client assets with a relatively compact advisory team, while maintaining custodial and program relationships with Schwab that provide operational benefits to the firm.

To learn more about the advisors currently working at James T. Borello & Co., 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.