Mike Boroughs

WORK HISTORY

EDUCATION

SKILLS

ABOUT MIKE BOROUGHS

Mike is the President and Managing Partner of the Fortis Financial Group. Fortis has two primary businesses: 1) Wealth Management focused on providing customized, holistic financial planning to founders, business owners, corporate execs and successful families. 2) Fractional Finance / Outsourced Accounting and FP & A company that can cover any finance/accounting a business owner needs to make key strategic decisions and drive growth. Primarily work with businesses $1M-$50M in revsWhat clients love most about working with Mike is the consultative and collaborative approach he takes to helping clients make financial decisions and accomplish their goals. His experience across investing, accounting and business provide unique insights into how to grow your company, make more money and increase your net worth. Mike has an entpreneurial mentality that many business owners find easy to relate to.Many of his successful clients are very busy, work incredibly hard, are great at what they do but are constantly worried about their blind spots when it comes to their finances such as: i) not optimizing their portfolio, ii) missing out on tax strategies to save money, not properly managing downside risks to their family or business, iv) not knowing how changes in the economy or tax laws will impact their wealth or v) not optimizing their business balance sheet. They love having Mike’s team watch their back and provide the guidance they need to feel secure in their decisions.Some of the areas where Mike adds the most immediate value- Providing peace of mind around retirement, second career decisions or business exits- Optimizing investment portfolio to ensure it is efficient for risk level- Estate planning strategies to minimize estate tax- Tax strategy to reduce annual liability- Management of concentrated positions- Coordinating your team of financial professionals - Decision analysis around big financial decisions such real estate purchases, sales of businesses, retirement, etc.I am an investment adviser representative of Fortis Financial Group, an SEC-registered investment adviser. The views expressed here are my own and do not necessarily reflect those of Fortis Financial Group. Content shared is for informational purposes only and should not be considered investment advice or a recommendation. Mentions, likes, or follows are not endorsements. For more information, please visit https://fortis.capital/.