PRECISION. INSIGHT. LEGACY.
Holistic Next Generation Office
About US
Protecting what you've built.
Planning what's next.
Borger Financial is a private wealth management firm built on a simple philosophy: the most consequential financial decisions are often the ones you don't have time to make. We think ahead, anticipating risk, protecting what you've built, and putting your assets to work in ways that compound quietly in the background. Our network is deeply and intentionally philanthropic, and we've developed specialized strategies that allow our clients to give more meaningfully without sacrificing growth. We believe your wealth should do more for your family, your legacy, and the causes that matter to you. That belief is the foundation of everything we do.
WHO WE SERVE
A practice built for depth,
not volume.
Borger Financial is a referral-only practice, every relationship is bespoke, every engagement by introduction only. Our clients are senior professionals and business owners at the top of their fields, including partners at leading law firms, whose success has brought financial complexity that demands equally sophisticated planning. Partnership structures, concentrated wealth, and significant tax exposure require more than conventional advice. We understand that time is their most valuable asset, and we treat it accordingly
Representative Client by Firm
Our approach
We think about what you
don't have time to.
Before any recommendation is made, we take time to understand your complete financial picture — what you've built, what's already in place, and what matters most. From there, we develop a strategy where investments, taxes, retirement, asset protection, estate planning, and charitable giving work as one coherent plan. We coordinate closely with your existing attorneys, accountants, and advisors to ensure nothing goes unaddressed. For families with complex estate needs, we specialize in survivorship strategies and charitable giving structures that preserve legacy assets — including closely held businesses and real estate portfolios — across generations.
Contact Us
Check the background of your financial professional on FINRA's BrokerCheck.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Borger Financial and any other entity listed herein are not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://www.kestrafinancial.com/disclosures
This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).
Any web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.
