Wayne von Borstel Recognized By Barron's As A Top Financial Advisor For 2016

08 Mar, 2016, 12:03 ET from von Borstel & Associates

PORTLAND, Ore., March 8, 2016 /PRNewswire/ -- Barron's recognizes Wayne von Borstel of von Borstel & Associates in Portland, OR as one of America's Top 1,200 Advisors for 2016.

The prestigious recognition is based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors' practices. Barron's annual ranking includes independent advisors and those from the larger Wall Street firms, from all 50 states, plus the District of Columbia, and is the leading financial magazine's largest and most comprehensive.

A financial advisor for over thirty years, von Borstel prefers to not discuss what stocks are hot, which asset class is yielding the highest return, or how to time the market. Rather, von Borstel spends his time with his clients talking about things a little less exciting.

"I've spent over thirty years helping investors realize that the markets are not their biggest obstacle to success, rather their lack of planning is," said von Borstel. "If you go into the woods your probability of encountering a bear is higher than if you stay home, however, if you stay home you'll never accomplish anything. So go into the woods, but go with a plan, and then stop worrying about the bears and enjoy the view."

Von Borstel has grown his practice on a foundation of financial planning, academic investing, and helping his clients to stay unemotional, systematic and diversified.

"Many people look to hire a financial advisor primarily to help them increase or preserve their wealth," said von Borstel. "We work with people who want to maximize their wealth. We help them to identify the true purpose of their wealth and then implement a plan to help them achieve that vision. When we meet with our clients we talk about their progress, their successes, their obstacles, but we don't talk about what is hot or what could happen with the markets tomorrow. "

Wayne von Borstel, President of von Borstel & Associates, provides access to independent financial planning services, investment advice and asset management services to over 250 clients throughout the country.

About Wayne von Borstel

Wayne von Borstel is the President and Founder of von Borstel & Associates, Inc., a registered investment advisory firm providing wealth management and financial planning services. von Borstel serves clients throughout the country from office locations in Portland, Oregon, and The Dalles, Oregon.

von Borstel is author of The Truth Project: Having the Courage to Ignore Wall Street (High 5 Communications, LLC, December 2012, hardback, paperback, audio and Kindle edition,138 pages, ISBN 978-0985779726) and his work has been featured in The Invincibility Shield for Investors: Minimizing Losses, Maximizing Gains and Drafting a More Secure Financial Plan (Aspatore Books, May 2003, $35.99, paperback, 220 pages, ISBN 978-1587622182). He has served as a resource for several media outlets including the Wall Street Journal, Fortune, Registered Rep., Portland Business Journal, Research, Portland Tribune, The Dalles Chronicle, and Bankrate.com.

von Borstel holds a Master of Science in Financial Services (MSFS) degree from The Graduate School of Financial Services at The American College. In addition to studying behavioral finance with Susan Bradley, founder of the Sudden Money Institute, he holds the following professional designations: Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Certified Estate Planner (CEP®), and CERTIFIED FINANCIAL PLANNER (CFP®).

von Borstel is a member of the National Association of Insurance and Financial Advisors, the Portland Estate Planning Council and the International Association for Financial Planning. Wayne regularly teaches financial planning courses at colleges, continuing education centers and businesses in Oregon and Washington. To learn more about von Borstel, or to see the list of states in which we are registered to do business, please visit vonborstel.com.

Investment advice offered through von Borstel & Associates, Inc., a Registered Investment Advisor.

Video - https://youtu.be/OUWLh68TBLw  

 

SOURCE von Borstel & Associates



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