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Marc Wilborn, FSA
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
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


Services

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


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
Compensation Methods:   Flat Fee
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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Marc Wilborn, FSA

Marc Wilborn, FSA

FSA

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.

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