Paul Borges
Advisor at Borges Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Borges Financial
Location
Brookfield, WI
Credentials
CFP®, CFA®, Series 66
Industry experience
8 years
About
Paul Borges is a CFP® and CFA® charterholder with eight years of industry experience. He is the principal of Borges Financial, an independent advisory firm based in Brookfield, WI. His prior experience includes roles at Contra Investments LLC, Blend Financial, Inc., Ernst & Young, and Nordea, as well as a two-year period at Copenhagen Business School. Borges Financial provides financial planning services to individuals and high-net-worth clients and offers investment consulting to other financial advisors. The firm emphasizes diversified, long-term portfolios based on Modern Portfolio Theory, generally favoring passive investments while allowing active allocations in select cases, and incorporates ESG considerations upon request.
Client services
Based on Borges Financial
Financial planning
Investment consulting services for other investment advisors
Investment consulting services for other investment advisors
Fee options
Financial Planning at $325 per hour; Investment Advisor Consulting Services at $250 per hour
Ongoing Financial Planning monthly fee ranging from $500 to $1,000 per month ($6,000 to $12,000 annually)
Fee-only: Financial Planning hourly fee: $325 per hour; Investment Advisor Consulting Services hourly fee: $250 per hour; Ongoing Financial Planning fee: Upfront $1,000 plus $500 to $1,000 per month ($6,000 to $12,000 annually)
Location
Brookfield, WI
Most active in
Paul B has reported serving >5 clients in these states in the last 12 months.
Texas · Wisconsin
Work history
Contra Investments LLC
2024 - 2024 (1 year)
Blend Financial, Inc. dba Origin Financial
2021 - 2023 (2 years)
Borges Financial LLC
2021 - Present (5 years)
Paul Borges, Sole Proprietor Independent Contractor
2021 - 2022 (1 year)
Travel
2020 - 2020 (1 year)
Ernst & Young
2020 - 2020 (1 year)
Travel
2019 - 2019 (1 year)
Nordea
2017 - 2019 (2 years)
Copenhagen Business School
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Eugene S
Series 63, Series 65
New Berlin, WI
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Brian L
CFP®, CPA, PFS™
Brookfield, WI
Midwest Wealth Solutions LLC
Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.
Brian S
ChFC®, Series 63, Series 66
Muskego, WI
Selerski Asset Management, LLC
Matthew B
Series 65
Glendale, WI
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Brian C
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Erik K
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