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Marc Wilborn, FSA, Fellow in the Society of Actuaries
Wilborn Advisors

Tel: 913-827-9957
6800 College Boulevard Suite 630
Overland Park, KS 66211

Low Cost, Full Service Wealth Management

Wilborn Advisors | Financial Advisor in Overland Park ,KS

About Wilborn Advisors

Wilborn Advisors is a full-service investment advisory firm with over 25 years of experience. We provide retirement and financial planning, expert help managing clients investments, life and long term care insurance analysis and counsel, and answer any questions you may have, all for ONE LOW FEE.

We are known for taking a different approach, transparent and objective low-cost solutions for wealth management. Our fees are typically half of traditional advisors, which enables our clients to keep more of what they have saved for retirement.

We are fiduciaries, legally and ethically bound to put your interests first. We employ high- quality, low-cost investment funds, and do not take any commissions. And because we feel that financial planning is integral to any wealth management solution, we provide a thorough analysis and recommendations at no charge.

We work hard to form lasting relationships with our clients, helping them become knowledgeable, informed investors. This serves to further increase their confidence in our abilities. Wilborn Advisors is a division of V Wealth Advisors, an SEC-registered advisory firm located in Overland Park, KS, which includes over 40 advisors with more than $1 billion in assets under management.


General Information

Firm Start Year:   2009
Gender:   Male
Name of Broker/Dealer:   Wilborn Advisors is Fee Only
Name of Custodial Firm:   LPL Financial, TD Ameritrade
Number of Years with Current Firm:   5
Work Experience:   Over 25 years of experience in financial planning, investment management and retirement plan design. Fellow in the Society of Actuaries and was an Enrolled Actuary.
I work with the following types of clients:   Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided:   Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management


Services

Investment Types:   Bonds, Options & Futures, Annuities, Exchange Traded Funds (ETFs), Insurance, Mutual Funds, Stocks, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office, Via Email, At my office, At your home, Video Conference, Via Phone


Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Health


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   $25,000
Additional Details on Charges:   Fee Based Only; No Commissions


Education

MS Statistics & Actuarial Science  University of Iowa
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BS Mathematics & Business  University of Kansas
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Faqs

  • Why should I choose you as my financial advisor? Firm leader Marc Wilborn graduated with degrees in both Business and Statistics. He is a Fellow in the Society of Actuaries and was an Enrolled Actuary. He was an actuarial consultant with a national benefits consulting firm, where he was responsible for the design and administration of 401(k) profit sharing plans. Since his time as a consulting actuary, Marc has specialized in investment management for individual clients and families.
  • Have you ever been charged with any breaches? No
  • What services do you provide? What are your specialties? Our approach to providing wealth management is quite simple  comprehensive financial planning and investment services for one low fee. We also provide retirement planning, 529 plans, life insurance and 401(k) plan services.
  • What is your experience? How many clients do you currently manage? Over 25 years in investment management.
  • What financial institution(s) do you represent? We work with LPL Financial, TD Ameritrade and Charles Schwab for client accounts.
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Marc Wilborn

Marc Wilborn

FSA, Fellow in the Society of Actuaries

Uniquely Qualified & Objective. Firm leader Marc Wilborn brings a wealth of experience, qualifications and unique background to the industry. Formerly an actuarial consultant for a national HR consulting firm, Marc was responsible for the design and administration of 401(k) profit sharing plans for Fortune 1000 companies and several large public retirement plans. He is a Fellow in the Society of Actuaries and was an Enrolled Actuary, with Math and Business majors and a Statistics graduate degree.

Since his time as a consulting actuary, Marc has specialized in investment management for individual clients and families, as well as qualified retirement plans for small-to-medium sized employers. As Wilborn Advisors has grown, so has the team, but his passion for providing quality financial planning, investment management services and retirement savings solutions for a reasonable fee has not.

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My Services

Financial Planning for Individuals

A financial plan helps us better understand our clients objectives and how best to construct and manage an investment solution that supports their goals.


Portfolio Management

No two portfolios are the same. We customize a solution through quality investment management to support your own unique financial objectives.


Retirement Planning

What does retirement look like to you? We can help you get there.


My Team

Peggy Bruce Peggy Bruce Financial Advisor

Peggy Bruce joined Wilborn Advisors in 2017. She has a degree in economics from the University of Kansas. She is a fiduciary with the duty to always put our clients' best interest first before our own.

Communities Served

Accepts clients from all 50 states

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