Wayne von Borstel Receives The Women’s Choice Award® Ten Years In A Row
January 14, 2022
Wayne von Borstel Receives The Women’s Choice Award® Ten Years In A Row
PORTLAND, OR, January 14, 2022 /24-7PressRelease/ — WomenCertified Inc., home of the Women’s Choice Award identifies Financial Advisors and Firms based on rigorous research focused on 17 points of objective criteria, in addition to references of validation from the advisor’s peers and/or superiors. As such, it is an honor to announce that Wayne von Borstel has earned the Women’s Choice Award, demonstrating a strong commitment to providing exemplary services for female clientele.
The Women’s Choice Award is the only recognition program, identifying well-qualified advisors and firms who understand and appreciate the importance of women’s financial power in today’s economy by providing the necessary services and experiences to assist her through the life stages. Achieving this award reaffirms the commitment Wayne von Borstel has to extraordinary service in addressing the financial needs of women and their families.
Wayne von Borstel Honored for Charitable Work with Development Associates International in Papua, Indonesia
September 2, 2020
Wayne von Borstel has earned Honorable Mention for the Global Impact Award in the 2020 Invest in Others Awards.
PORTLAND, OR, September 02, 2020 /24-7PressRelease/ — Wayne von Borstel, president and founder of von Borstel & Associates, Inc., received Honorable Mention in the 14th Annual Invest in Others Awards for his philanthropic contributions to Development Associates International (DAI) and the Ob Anggen schools located in the highlands of Papua, Indonesia.
The Invest in Others Charitable Foundation established its awards program to recognize the charitable work of financial advisors in communities across the country and worldwide.
Wayne von Borstel Launches Fee-Only RIA
August 11, 2020
von Borstel announces the restructuring of von Borstel & Associates, Inc. as an independent registered investment advisory firm.
PORTLAND, OR, August 11, 2020 /24-7PressRelease/ — Wayne von Borstel, president and founder of von Borstel & Associates, Inc., today announced the launch of von Borstel & Associates, Inc. as an independent registered investment advisory firm (RIA).
The firm, which has been in practice for over thirty-five years, has restructured to provide fee-only financial planning and investment management services to clients residing in any state from office locations in Portland and The Dalles, Oregon.
The fee-only compensation model is regarded in the industry as the most objective of investment advice models. Fees are transparent and based on assets under management, not on product sales. This method of compensation serves to minimize conflicts and positions the financial planner as their clients’ fiduciary.
LPL Financial Recognizes Wayne von Borstel as a Leading National Advisor
April 02, 2020
PORTLAND, OR, April 02, 2020 /24-7PressRelease/ — Wayne von Borstel, an independent LPL Financial advisor at von Borstel & Associates in Portland, has been named to LPL’s exclusive Chairman’s Council. Chairman’s Council is an elite recognition presented to less than 2% of the firm’s more than 16,000 financial advisors nationwide*.
“I strive to be the best for my clients in good times and bad,” said von Borstel. “This recognition is a side effect of all we do for our clients, and it’s an honor to be recognized again this year.”
Craig Smith Honored as one of LPL Financial’s Top Financial Advisors
February 27, 2020
PORTLAND, Ore., February 27, 2020 /24-7PressRelease/ — Craig Smith, an independent LPL Financial advisor and a CFA® charterholder at von Borstel & Associates in Portland, has been named to LPL’s exclusive Chairman’s Club for the second consecutive year. Less than 5% of the firm’s 16,000 financial advisors nationwide* receive this honor.
“I am committed to delivering advice that is rooted in comprehensive financial planning,” said Smith. “Our consistent process keeps clients committed and invested over the long-term, despite the news headlines, which drives their continued success and ours.”
Wayne von Borstel Recognized by Forbes as a 2020 Top Wealth Advisor in Oregon
February 13, 2020
PORTLAND, Ore., February 13, 2020 /24-7PressRelease/ — Wayne von Borstel of von Borstel & Associates was recently ranked No. 6 in Oregon in the 2020 Best-In-State Wealth Advisors list published by Forbes. von Borstel is the president and founder of von Borstel & Associates, Inc., an independent, full-service financial planning firm serving clients throughout the country from offices in Portland and The Dalles, Oregon.
According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based on personal interviews, industry experience, and revenue trends, among other criteria.
Craig Smith Continues to Receive LPL Financial Top Honors
April 23, 2019
PORTLAND, Ore., April 23, 2019 /24-7PressRelease/ — Craig Smith, an independent LPL Financial advisor at von Borstel & Associates, has been honored by LPL Financial again by being named to their prestigious Chairman’s Club. This premier award is presented to less than 5% of the firm’s more than 16,000 financial advisors nationwide*.
“It has been a tremendous year for professional growth beginning with becoming a CFA® charterholder in June and culminating with this honor,” said Smith. “However, the path doesn’t end here. My clients deserve a strong advocate for their financial success, and I continue to stay focused on learning more, caring more and doing more for my clients each and every year.”
Wayne von Borstel Qualifies for LPL Financial’s Elite Executive Council
April 4, 2019
PORTLAND, Ore., April 4, 2019 /PRNewswire/ –Wayne von Borstel, President and Founder of von Borstel & Associates, has qualified for LPL Financial’s elite Executive Council for the fifth consecutive year. Less than 1% of the firm’s approximately 16,000 advisors nationwide were presented with this premier award.*
This is the seventeenth time LPL Financial has recognized von Borstel as a top advisor.
“Our continued success, in large part, can be attributed to our distinct process for managing wealth that is as relevant today as it was over thirty years ago,” explained von Borstel. “Successful individuals and families may have accumulated wealth but are unsure of how to manage it, so they maximize their values and vision for the future. When wealth is aligned with values and vision, a greater purpose for wealth is realized, and our clients can begin to experience more joy and fulfillment with their success.”
Craig Smith Holds Rare Chartered Financial Analyst® Designation Among Financial Advisors
October 16, 2018
PORTLAND, Ore., October 16, 2018 /PRNewswire/ — Craig Smith, an independent LPL Financial advisor at von Borstel & Associates, has become a CFA® charterholder and is now one of only five financial advisors with the esteemed designation working with clients in Oregon.
While there are over 135,000 professionals worldwide who hold the Chartered Financial Analyst® designation, less than 2% are financial advisors in the United States. Over 50% of CFA® charterholders work in-house at larger financial institutions as portfolio managers, chief-level executives, and analysts. To become a CFA® charterholder one must pass three exam levels, which requires an average of 1,000 hours of studying and takes most three to four years to complete.
Barron’s Recognizes Wayne von Borstel As A Leading National Advisor for 2018
March 28, 2018
PORTLAND, Ore., March 28, 2018 /PRNewswire/ — Barron’s magazine recognizes Wayne von Borstel as a leading national financial advisor for 2018. This is the fifth time von Borstel, an independent wealth advisor affiliated with LPL Financial and president and founder of von Borstel & Associates, has been acclaimed by Barron’s in their annual listing which highlights the nation’s top 1200 advisors.
“For the last thirty-three years it has been my priority always to challenge myself, as well as, my clients to be and do better,” said von Borstel. “This is why we moved to independence seventeen years ago, are the first-adopters with many new technologies, and continue to search for new and better ways to do things. Our actions, not our words, speak to our commitment always to serve as our clients’ trusted investment fiduciary. It’s an honor to be recognized for these efforts again this year.”
Craig Smith Honored As A Top Advisor By LPL Financial
March 6, 2018
PORTLAND, Ore., March 6, 2018 /PRNewswire/ — Craig Smith, an independent LPL Financial advisor at von Borstel & Associates, has been honored by LPL Financial by being named to their prestigious Chairman’s Club. Chairman’s Club is awarded to less than 5% of the firm’s approximately 15,000 advisors nationwide.
“Each day I strive to help my clients achieve better outcomes by ensuring their financial decisions align with their values,” said Smith. “This is a primary differentiator of our practice and what I believe has brought us continued success. I am honored to be recognized by LPL Financial as a leading advisor.”
Wayne von Borstel Named to LPL Financial’s Elite Executive Council
February 9, 2018
PORTLAND, Ore., February 9, 2018 /PRNewswire/ — LPL Financial has named Wayne von Borstel, an LPL Financial-affiliated advisor at von Borstel & Associates, to its elite Executive Council. LPL’s Executive Council is awarded to less than 1% of the firm’s approximately 15,000 advisors nationwide and is based on an annual production of all registered advisors supported by LPL.
For sixteen consecutive years, von Borstel has been recognized by LPL as a top advisor.
Barron’s Recognizes Wayne von Borstel As One Of The Nation’s Top Financial Advisors
March 14, 2017
PORTLAND, Ore., March 14, 2017 /PRNewswire/ -- Barron's magazine recognizes Wayne von Borstel, of von Borstel & Associates in Portland, OR, as one of America's Top 1,200 Advisors for 2017 and for the third consecutive year. von Borstel is affiliated with LPL Financial, a leading retail investment advisory firm and the nation's largest independent broker/dealer.*
This esteemed annual list highlights top-performing financial advisors from across the country. Factors considered in determining the rankings include: assets under management, revenue generated for their firms, regulatory record, quality of practice and philanthropic work. von Borstel's thirty-two year practice has been built on helping clients stay systematic, unemotional and diversified through a focus on financial planning, academic investing, and ongoing coaching.
Wayne von Borstel Recognized By Barron’s As A Top Financial Advisor for 2016
Wayne von Borstel Recognized By Barron's As A Top Financial Advisor for 2016
March 8, 2016
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.
Wayne von Borstel Selected By Barron’s As One of America’s Top Financial Advisors
Wayne von Borstel Selected By Barron's As One of America's Top Financial Advisors
February 27, 2015
PORTLAND, Ore., Feb. 27, 2015 /PRNewswire/ -- Wayne von Borstel has been selected by Barron's as one of America's Top 1,200 Advisors for 2015. Barron's ranked von Borstel #9 in the state of Oregon.
The recognition is based on assets under management, revenue produced, regulatory record, quality of practice and philanthropic work. The rankings are inclusive of advisors from Wall Street firms and independent firms too.
Wayne von Borstel Recognized As A Top Financial Advisor By LPL Financial
April 1, 2014
PORTLAND, Ore., April 1, 2014 /PRNewswire/ -- Wayne von Borstel, an independent LPL financial advisor at von Borstel & Associates in Portland, OR, today announced that he was recognized as a top financial advisor and named to the LPL Financial Chairman's Council. This distinction is based on an annual production of all registered advisors supported by LPL Financial LLC ("LPL Financial"), and is awarded to less than 2% of the firm's approximately 13,500 advisors nationwide.