Media Mentions
Wayne von Borstel Launches Fee-Only RIA
Aug 11, 2020
After two decades as an LPL affiliate, financial advisor Wayne von Borstel has restructured his namesake practice, von Borstel & Associates, and relaunched it as a fee-only independent registered investment advisory, the company announced earlier this week.
As Seen In Bloomberg Businessweek, Fortune & Money: Worry LESS, Live SIMPLER, Leave MORE
Feb 3, 2016
Turning goals into financial numbers helps clients find meaning in their money.
Could the next ‘worst-case-scenario investor’ be you?
June 10, 2014
It takes money to make money, but it also takes money to lose it—sometimes a lot of it—and all too often at the wrong moments in life.
Target funds don’t act their age: Retirement myths
May 19, 2014
Age-based investing has become an efficient way for financial services companies to sell investments
Von Borstel Book Reveals Financial ‘Truth’
September 9, 2013
Wayne von Borstel has found his purpose in helping people realize financial wellbeing.
#He has been a financial planner for 28 years and recently wrote “The Truth Project: Finding the Courage to Ignore Wall Street,” as a way to share his knowledge and encourage people to learn how to maximize their potential.
The Four Tenets of Retirement
August 7, 2013
Book Author and Independent Financial Planner Wayne von Borstel Hammers Home Essential Steps to Financial Success.
Listen to Wayne’s Interview on The Four Tenants of Retirement ››
Finding a New Normalcy for Divorced Women
Michael Mitchell of The Mitchell Report conducts a two-part interview with Wayne von Borstel about the financial issues newly divorced women may face and what they can do about it.
Financial Planning
Michael Mitchell of The Mitchell Report conducts an interview with Wayne von Borstel about the necessity of getting back to financial basics to prepare for financial market downturns.
Transition Planning
Michael Mitchell of The Mitchell Report conducts an interview with Wayne von Borstel about successful transition planning.
Uncharted Territory for Widowed Women
Michael Mitchell of The Mitchell Report conducts a two-part interview with Wayne von Borstel about helping women prepare for the possibility that they may become widowed.
100 Great Financial Advisors
September 2002
Wayne von Borstel is ranked as one of Mutual Fund magazine’s 100 great financial planners.
Buy, Sell, Hold: Expert Advice on Funds
April 2002
Wayne von Borstel answers a reader question about whether there is a difference between no-load and load funds.
Buy, Sell, Hold: Expert Advice on Funds
March 2002
Wayne von Borstel answers a reader question about how to reach his $40,000 goal before furthering his studies in two years.
Buy, Sell, Hold: Expert Advice on Funds
January 2002
Wayne von Borstel advises a reader that there should be more in an investment portfolio than growth investments.
Bylined Articles
Facing a furlough? Six ways to prepare.
August 22, 2013
Wayne suggests six ways that everyone should prepare for the possibility of an unexpected pay reduction.
Voices: Wayne von Borstel, on Your Clients’ ‘Financial DNA’
February 28, 2013
Wayne discusses the importance of a client’s financial DNA and how it can help advisors really understand what drives their clients financial actions.
Restoring Normalcy
October 1, 2009
Wayne von Borstel discusses the ways advisors can help their clients regain equilibrium after a financial upheaval.
Planning and Common Language: Keys to Retiree Confidence
March/April 2009
Wayne von Borstel discusses the planning problems that can arise when financial advisors and their clients do not understand financial terms in the same way.
Leave as Much Joy As You Bought
Wayne von Borstel offers “Wayne’s Rules” that will help clients recognize and appreciate the true value of money.
The Heart of the Issue
October 7, 2008
Wayne von Borstel discusses how getting his clients to talk about themselves, their ancestors, important events in their lives and plans for the future helped him to learn what is truly important to his clients.
Who’s Running Your Practice
September 1, 2008
Wayne von Borstel discusses how telling clients and potential clients the unfiltered truth can lead to clients for life.
What Farming Taught Me About Estate Planning
Wayne von Borstel discusses how his childhood and early adult life as a farmer impacted his understanding of the ins and outs of estate planning.
Entering Your Client’s Secret Garden
Wayne von Borstel discusses the ways financial advisors can enhance their value by having intimate conversations with their clients.
Radio Interview
MoneyLife with Chuck Jaffe
February 18, 2013
Listen to Wayne’s interview with Marketwatch columnist on his national radio show, MoneyLife (moneylifeshow.com).