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Aligning Your Values,
Vision and Wealth

CONTACT US Welcome to von Borstel & Associates, an independent, financial planning firm serving clients across the country.

Markets Are Unpredictable
We Are Not

LEARN MORE Are You On the Right Financial Path? Ask yourself these 18 critical questions. The more you can answer, the better your financial decisions.  DOWNLOAD NOW READ MORE Our robust technology helps you to become more financially organized. When you are organized we can have better conversations. The more we collaborate, the more we learn, and the better our recommendations. WATCH VIDEO
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Aligning Values, Vision and Wealth

We design, implement and maintain custom-tailored wealth management strategies and solutions for affluent families, business owners, highly compensated professionals, and those who are facing a significant life transition.

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Upcoming Events

We are educators and focused on telling you the truth about the markets and about investing. We provide a variety of learning opportunities to help increase your financial IQ.

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How to Be Your Best

When you are random with your thoughts and actions, mediocrity can result in lost opportunities. We believe in a process that can help you to be your best. We’ve used this process to help hundreds of clients pursue their financial goals.

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36Years in Business
429Successful Families Guiding
162Years of Collective Industry Experience

About Wayne

My purpose is to help you find contentment and happiness in living a simpler, but more successful financial life.

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The Truth Project Book

Wayne von Borstel, CFP® ChFC®, CLU, MSFS, takes us on an eye-opening journey through the minefield of financial myths that prevent too many from reaching a fulfilling retirement. Based on a quarter century of experience as a financial coach and advisor to high net worth investors, the author goes beyond merely warning about the perils of financial myths. He provides alternative strategies based on a foundation of core truths that cut through the ubiquitous financial propaganda generated by product marketers and their media cohorts.

The Truth Project book cover

Upcoming Events

Seminar Facebook Ads (8)
14
Jul
Social Security Strategies Virtual Seminar
7:00 pm - 8:00 pm
Attend from the Comfort of Your Own Home
Register Now! Click To Download Seminar Workbook Get Answers to Critical Questions about Your Social Security Benefits, Retirement Income, and Financial Planning Issues. Attend this virtual seminar from
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15
Jul
Special Guest Coaching Call with Scott Bosworth
6:30 pm - 8:00 pm
Attend from the Comfort of Your Own Home
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19
Aug
Build With Precision
6:30 pm - 8:00 pm
Attend from the Comfort of Your Own Home
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Randomness vs. Financial Readiness

Slide Better Organization Better Questions Better Conversations Better Ideas Better Decisions Better Life Being Your Best LEARN MORE

Free Second Opinion

Financial decisions are hard to make. Our VISION TO WEALTH PROCESS™ can help. Please provide your name and contact information and we will be in contact with you shortly to schedule your free second opinion.

Second Opinion