M. Kent Welborn

About M. Kent Welborn

I have more than two decades of experience serving as a professional financial steward for business owners and high-net-worth individuals.My mission is simple: provide people with peace today, and a vision to create a financial future better than today.I was inspired from a very early age to be a financial advisor. My father started in the finance business when I was only two months old. Seeing my father help others for years showed me that being a financial advisor is more than a career or a profession, it is a vocation. My father worked incredibly hard years, and eventually developed an enviable work-life balance.Over time, I observed a deep unrest within most people and their relationship with money. I realized that to help others, I had to understand how to help my clients ease this unrest. Today, I take pride in laying out the big picture and solving your most complex puzzles. I build customized, easy to follow financial road maps, which identify short- and long-term goals and objectives, to help you take clear, definitive action through a comprehensive planning process.I provide wealth management, financial planning, succession planning, compensation planning, tax relief and benefit services to closely held business owners and high net worth individuals and families. Always encouraging a team-planning environment, I work closely with your CPA, attorney, banker, and other seasoned advisors to help make the best decisions for every situation.Working as a fiduciary is more than just industry jargon for me. As a fiduciary, it is my legal and moral duty to put my clients’ needs first and act in their best interest while maintaining full transparency throughout the wealth management and business planning process.When you choose to work with me, I take the time to listen, understand, help and inspire you to address some of your most critical challenges. I strive to attain all the facts and learn what truly drives you.I live in North Central Phoenix with my wife Heidi. I am a yoga and mountain biking enthusiast and am also passionate about world travel and theatre. I am a member of the Arizona Animal Welfare League, Theatre Artists Studio, and The Mankind Project.Peace within your relationship with money provides peace in your life.

Experience

1. Private Wealth Manager

   Welborn Financial

   Nov 2021 — Present · Phoenix, AZ, US

   FUEL YOUR PASSIONS.Your guide to financial peace, balance, and independence.Welborn Financial is a wealth management and business planning firm that helps business owners and high-net-worth individuals like you see the big picture and ultimately bring balance to your sophisticated financial life.We know your world is busy and complicated, and worry is a waste of time. Let us help you move the financial pieces into place. We’re here to help you get back to what drives you.Business Planning ServicesSuccession Planning, Value Acceleration, Compensation Planning, Tax and Benefit PlanningWealth Management ServicesInvestment Philosophy, Financial Planning and Wealth Distribution Strategies, Legacy and Estate Planning, Insurance Strategies

Education

• American College

  CLU, ChFC, Finance and Insurance

  2001 — 2005

Skills

• Business Succession Planning
• Financial Planning
• Estate Planning
• Education Funding
• Investment Strategies
• Employee and Executive Benefits Planning
• Private Client Services
• Retirement Income Planning
• Business Risk Management