Annuva Financial is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavour to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Ben Borden is the founding member of Annuva Financial. He was born and raised in Virginia having attended Liberty University in Lynchburg, VA and Virginia Commonwealth University. His financial career began over 20 years ago with New England Financial in Richmond and continued in Boston Massachusetts at some of the leading NYSE stock brokerage firms.
Ben is an advocate of educating his clients to help them understand the importance of investing and planning. His primary focus is wealth preservation and tax minimization through asset optimization. His fundamental premise is, if you can avoid stock market downturns and losses and minimize or eliminate taxes you can grow a great deal of wealth over your lifetime with very little volatility and risk.
A person’s two largest assets is their home and their 401k and subsequently, these are the two most mismanaged assets. Ben is one of a few wealth strategists in the area that incorporates mortgage planning into a client’s overall financial plans. As a Certified Mortgage Planning Specialist or CMPS he believes how you structure your mortgage can dictate the success or failure of the rest of your financial plan.
As a proud resident of Williamsburg Virginia, he enjoys running the many trails in and around Williamsburg along with exploring the waterways through the James and York rivers with his children and his chocolate lab Sam.