Paul Borges (CFA, CFP®, MS)

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.