HOW WE WORK
You deserve to be heard. We listen.
By listening we get all the facts to help us understand your goals, your mission, and your personal vision of success. With that knowledge we will develop a road map that identifies and prioritizes what is most important to you. We make sure you are heard.
We’re about delivering results–together.
We know that this work is too significant to travel alone, so our team works closely with your CPA, attorney, banker, and any other trusted advisors. We integrate comprehensive plans with your business valuation to understand the value of your most important asset and how that relates to your overall goals. Through clear communication, vision, and connection, your decisions can deliver the best outcome for you.
Strategic Thinking. Comprehensive Planning.
Life isn’t one size fits all and neither is financial planning.
Our approach is simple; we are here to listen, to think strategically, and to fashion a solution that is tailored for your specific situation. Once found we can take action. As fiduciaries we have the tools, partners, and experience to move you forward.
Strategic Partnership Structure
Welborn Financial
My clients inspired me to launch Welborn Financial.
The more sophisticated my clients have become, the more my needs and yours have changed. So where would my clients be best served given this change? This question sent me on a year-long quest to find the best way to serve my clients. I researched wirehouses, banks, and even going independent. In the end I realized, the only place I could be a true fiduciary was as an independent advisor with strategic partners.
Integrated Partners
Integrated Partners is a firm that specializes in supporting financial advisors who work with business owners and high-net-worth individuals. This makes Integrated an easy choice as our strategic partner. Integrated has a very deep bench of CPA and attorney talent that employ services specific to business owners. Together we can better serve you and your evolving needs.
Fidelity
Investments that you entrust to our firm are placed in custody with Fidelity, a 70-year-old financial institution and one of the largest clearing firms in the industry. A clearing firm is an organization that handles the execution, clearance, settlement of transactions and provides SIPC protection.
5225 N. Central Ave., Suite 218, Phoenix, AZ 85012 | Tel (602) 813-0202