A. Seth Borders, CFP®, CPWA®

Meet Seth

Seth grew up in Honey Brook, PA and graduated from Twin Valley High School. He went on to attain a Bachelor of Science in Accounting from Clemson University. Shortly after he became licensed to become a Financial Advisor and later attained the Certified Financial Planner^® and CERTIFIED PRIVATE WEALTH ADVISOR® certifications. Less than 1000 financial advisors in the country have both designations. Seth has 15 years of experience providing financial advice and services to clients.

“I help people understand their options when it comes to their finances. Personal finance is often pushed to the back burner in people’s lives for more pressing everyday concerns. My clients are often surprised how a small amount of planning can lead to major improvements in their financial situation over the short and long term. My goal is to educate people and help them find answers to the questions they don’t know to ask. By co-founding my own business, it puts me in control of providing my clients with what matters to them most and gives me complete control in fulfilling my fiduciary responsibilities.”

Seth’s areas of focus include the retirement planning process, tax planning, and wealth transfer strategies. “Almost all my clients are better off than they think they are for retirement. I’m very aware that many people are afraid to meet with a financial planner for a multitude of reasons. By walking clients through our process and identifying not only areas to improve, but areas where they’re excelling, it really helps clients develop a clear picture of what their retirement will look like.”

Seth resides in Exton with his wife Mandy and three daughters, Faith, Eliza, and Claire.  In his free time Seth enjoys following college football and woodworking.

Certifications and Licenses

• Certified Financial Planner®
• CERTIFIED PRIVATE WEALTH ADVISOR®
• Series 7 Licensed
• Series 66 Licensed
• Accident Life and Health Insurance License
• Securities licensed in PA, AZ, CA, DE, FL, GA, ME, MD, NJ, NY, NC, OH, OR, SC, TX, VA.
• Five Star Wealth Manager Award Winner**

** To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third-party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.