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von Borstel & Associates

EST. AUM
$576,356,064

CONTACTS
2

CLIENT ACCOUNTS
2,158

Firm Details

Metro area Portland, OR
CRD Number 309746
Website vonborstel.com
Client types

Overview

von Borstel & Associates is an independent financial planning firm that provides wealth management services to clients across the United States. The firm focuses on aligning clients' values, vision, and financial goals through customized strategies. Their offerings include financial planning, investment management, retirement planning, and social security strategies, among others. The company emphasizes a collaborative approach, utilizing robust technology to enhance financial organization and decision-making. Led by Wayne von Borstel and Craig Smith, the firm aims to educate clients about financial markets and investing while maintaining a fiduciary standard. They also offer resources such as events, blogs, and training videos to support client engagement and knowledge.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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