Awards and Industry Recognition

Forbes
Welcome
At The Borgioli Group, we are proud to advise an accomplished clientele who look to us to streamline and unify multiple aspects of their wealth. The clients who engage our advice tend to have complex financial lives that require concerted focus and a refined level of strategy. Our team is adept in relieving the burdens that substantial wealth can pose, allowing people to regain time for their families, professional commitments and personal passions.
Our founder, Andrea Borgioli, hails from an engineering and scientific background. He brings this same measured, rational mindset to his work, striving to uncover the most efficient path to client objectives. Andrea believes his strengths lie in "organizing priorities, processing complex situations and creating an action plan for the areas we can address." Andrea is joined by Cindy Pettit, who offers extensive knowledge of trust design and administration, as well as an impeccable service ethic that looks to make clients' lives easier.
A close-knit team, we walk with our "client family" through significant junctures in their lives and legacies, helping them preserve, grow, and transfer their wealth more effectively.
A rigorous investment approach
With more than two decades of investment experience, Andrea Borgioli integrates the knowledge and acumen he has gained from first-hand experience. He offers technical insights that are grounded in quantitative rigor and a disciplined methodology.
Clients look to Andrea for his ability to distill their time horizons, cash-flow needs, risk tolerance and tax circumstances and embed those parameters within his investment approach. Andrea's international background allows him to cast a wide net in evaluating potential investments, broadening the opportunity set available to clients.
Having witnessed varied market conditions over many years, Andrea provides a seasoned perspective. Intellectually curious, he stays closely attuned to market conditions so that he can help clients pursue their investment goals more effectively.
Keenly interested in behavioral finance, Andrea also helps clients understand how their decisions and preferences can influence the long-term trajectory of their wealth.
Service designed to provide confidence
Our team understands the importance of diligent and responsive service. We look to do everything we can to create a serene client experience that reduces worry and restores precious free time to clients' lives. When clients call our office, they reach a live person who understands them and is intimately familiar with their situation. That immediacy, we believe, helps them gain poise and comfort in the management of their financial affairs.
We also facilitate a wide range of resources for clients, both internally and externally, connecting them to specialists in trust and estate services, accounting, and banking. Our network of relationships helps us serve as a single gateway for a host of needs, helping clients enact a more cohesive approach to multiple facets of their wealth.
Client referrals are our primary source of new relationships—an acknowledgement of client trust that we look to honor through the quality of our advice and the reliability of our service.
Meet Our Team
Insights

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July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
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July 21, 2025Electric vehicles are taking to the road in record numbers and the entire industry is heating up. Learn about what’s happening in the EV market.Read Now
Private credit: Promising or problematic?
July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read Now
Don’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
The 5 stages of managing a new inheritance
July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read Now
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
3 top-of-mind lessons in the current market environment
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