Personalized Investment Advice.
Access expert portfolio management to implement your financial plan.
You can focus on what matters most in your life while a trusted advisor works behind the scenes to keep your long term plan on track. Have expert, fiduciary guidance on-call, with services customized to your goals and objectives.
All investment decisions are made in-house to keep maximum accountability and an independent perspective. We emphasize fundamental research, low overhead, and a transparent investment process intended to both grow and preserve your wealth.
About Nick Bormann
Nick studied Economics and Political Science at Gonzaga University, followed by M.A. and Ph.D. degrees in Economics from George Mason University. His doctoral dissertation examined corporate strategies for managing regulatory risk, and that same focus extends into his current practice, helping to manage both the risks and opportunities life can throw at you.
Nick is a published textbook author and has been quoted in financial publications including Business Insider, Bankrate, Consumer Reports, MSN Money, and others.
Before opening his independent practice, Nick worked in the Greater Los Angeles area providing advice on public pension and retirement plans. His wife, Melanie, is an Assistant Professor of Economic History at the London School of Economics.
Nick Forbes Bormann, Ph.D., CFP®
CFP® Certificant
The CERTIFIED FINANCIAL PLANNER™ designation is one of the most prestigious in the field, requiring a broad knowledge of various disciplines within financial planning (investments, insurance, estate, tax, etc.) and holding practitioners to a standard of excellence when providing financial advice.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.