Not all fee-only planning firms are created equal.
Borges Financial provides “Advice Only” financial planning and goals based wealth management for a hourly/flat fee.
Serving clients across the greater Milwaukee area and across the country.
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 Milwaukee area and 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.
Why Work with Borges Financial?
Independent
We are 100% independent and seek to recommend the best solutions available in the marketplace for our clients. We do not sell our own products and have no affiliations with any banks or financial institutions. We strive to provide objective unbiased advice to our clients and work to minimize any conflicts of interest.
Fee-Only Fiduciary
We never accept sales commissions or push products rather we charge a reasonable fee for our unbiased advice. Being a Registered Investment Advisor we are held by law to a fiduciary standard. This means we are required to act solely in our clients’ best interest at all times.
Advice Only
We stand out from other financial advisory firms as we operate differently. We don't charge asset management fees nor do we have account minimums. Rather clients just pay a flat/hourly fee for our financial expertise and time. Clients then implement the plan/advice themselves but we can also assist them with implementation if they prefer.