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Paul Borges (CFA, CFP®, MS)

Paul Borges focuses in the
following client markets or areas of practice:

  • Hourly
  • Investment Advice without Ongoing Management
  • Millennials
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Borges Financial provides hourly “Advice Only” financial planning and goals based wealth management for a flat fee. Borges Financial is unique among fee-only fiduciary planners. Founded and led by Paul Borges, CFA, CFP®, MSc, we simply charge a flat hourly fee that is not tied to your assets. Whether you have complicated financial matters or conventional financial goals, your investment assets always remain in your control. We’re fee-only, but we stand apart.

Managing your financial life is way more complicated than just saving money. Paul is an experienced and trusted financial advisor who will provide focus to your financial life. No asset management fees, no net worth minimums, and no income requirements; just personalized financial counsel as your needs evolve. Discover why individuals across the country, from those who are young in their careers to those who are in and nearing retirement, trust Borges Financial. Get expert financial advice when you need it, tailored to your specific needs, on an hourly/flat fee basis.

Additional Information

NAPFA Start Date

June 03, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

Virtual Brookfield, WI 53045-5400 Phone: (262) 229-7193
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