M. Kent Welborn

CFP^®, CEPA^®, AEP^®, CLU^®

Kent has more than two decades of experience serving as a professional financial steward for business owners and high-net-worth individuals.

Kent’s mission is simple: provide people with peace today, and a vision to create a financial future better than today.

Kent was inspired from a very early age to be a financial advisor. His father started in the finance business when Kent was only two months old. Seeing his father help others for years showed him that being a financial advisor is more than a career or a profession, it is a vocation. His father worked incredibly hard years, and eventually developed an enviable work-life balance.

Over time, Kent observed a deep unrest within most people and their relationship with money. Kent realized that to help others, he had to understand how to help his clients ease this unrest. Today, Kent takes pride in laying out the big picture and solving your most complex puzzles. He builds customized, easy to follow financial road maps, which identify short- and long-term goals and objectives, to help you take clear, definitive action through a comprehensive planning process.

Kent provides wealth management, financial planning, succession planning, compensation planning, tax relief and benefit services to closely held business owners and high net worth individuals and families. Always encouraging a team-planning environment, he works closely with your CPA, attorney, banker, and other seasoned advisors to help make the best decisions for every situation.

Working as a fiduciary is more than just industry jargon for Kent. As a fiduciary, it is his legal and moral duty to put his clients’ needs first and act in their best interest while maintaining full transparency throughout the wealth management and business planning process.

When you choose to work with Kent, he takes the time to listen, understand, help and inspire you to address some of your most critical challenges. He strives to attain all the facts and learn what truly drives you.

Kent lives in North Central Phoenix with his wife Heidi. He is a yoga and mountain biking enthusiast and is also passionate about world travel and theatre. He is a member of the Arizona Animal Welfare League, Theatre Artists Studio, and The Mankind Project.

Peace within your relationship with money provides peace in your life.