The Dalles, OR Office
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von Borstel & Associates
Team
Firm-wide stats for von Borstel & Associates
About
The firm provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, estates, corporations, and broker-dealers’ customers. Services include written or electronic financial plans, ongoing portfolio management through its “Vision to Wealth” process, and investment consulting for brokerage customers who have written agreements.
Investment approach is grounded in Modern Portfolio Theory and an evidence‑ or factor‑based philosophy, with most client portfolios constructed largely or exclusively from Dimensional Fund Advisors (DFA) mutual funds and ETFs. The firm manages accounts on a discretionary basis, uses third‑party tools such as Holistiplan for tax‑efficiency and planning, and may implement strategies that include long‑ and short‑term trades, options, margin, and fee‑based insurance products when appropriate.
Notable differences from many peers include a relatively large asset base managed by a small advisor team and an explicit, ongoing reliance on DFA funds — including required participation in DFA educational programs to maintain access — which the firm acknowledges can limit its fund‑family universes. The brochure also discloses a 2022 FINRA settlement related to prior recordkeeping issues and notes that some representatives are licensed insurance agents who may receive commissions; the firm reports having strengthened compliance and recordkeeping procedures since that event and also reports limited custody arrangements where clients have authorized electronic transfers.
Based on von Borstel & Associates
Expertise
Based on von Borstel & Associates
Location
308 E 3rd Street
The Dalles OR 97058
Advisors at this office
4
Advisors at this office
Anson L
Series 65
The Dalles, OR
von Borstel & Associates
Anson Lilienthal is a financial advisor at von Borstel & Associates with a Series 65 credential and two years of industry experience. He has been with von Borstel & Associates since 2019, with a gap year of unemployment between 2021 and 2022, and prior to that, he was self-employed from 2015 to 2019. von Borstel & Associates provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, corporations, and broker-dealer clients. The firm employs a client-driven process based on Modern Portfolio Theory to construct diversified portfolios and manages approximately $576 million in assets.
Wayne V
ChFC®, Series 63
The Dalles, OR
von Borstel & Associates
Wayne Von Borstel is a financial advisor at von Borstel & Associates with 40 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Financial Advocates Investment Management and LPL Financial LLC. Von Borstel & Associates provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, corporations, and broker-dealer customers, managing approximately $576 million in assets. The firm employs a client-driven investment approach based on Modern Portfolio Theory, constructing diversified portfolios that may include equities, fixed income, ETFs, mutual funds, options, and third-party managers.
David A
Series 65
The Dalles, OR
von Borstel & Associates
David Anishchenko is a financial advisor with von Borstel & Associates in The Dalles, OR. He holds a Series 65 designation and began his advisory role in 2026. Prior to entering the financial industry, he worked in healthcare roles related to allergy and asthma treatment. Von Borstel & Associates provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, estates, corporations, and broker-dealers’ customers. The firm follows an investment approach grounded in Modern Portfolio Theory and focuses primarily on Dimensional Fund Advisors (DFA) mutual funds and ETFs.
Sandra A
Series 63, Series 65
The Dalles, OR
von Borstel & Associates
Sandra Aguirre Piza is a financial advisor at von Borstel & Associates with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at von Borstel & Associates since 2020. Her prior experience includes roles at Financial Advocates Investment Management and LPL Financial. Von Borstel & Associates provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, estates, corporations, and broker-dealers’ customers. The firm’s investment approach is based on Modern Portfolio Theory and an evidence- or factor-based philosophy, primarily using Dimensional Fund Advisors mutual funds and ETFs.
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