When Broughton first opened in March of 2012, it was with BIG hopes and even BIGGER ideas, We wanted to develop an organization that created more than just a standard financial plan with the occasional "check-in." We strive for excellence through strategy, transparency, and the relationships we have built with our clients. Our goal is to help our clients achieve a successful financial portfolio while creating paths to their actionable life goals. There's no way to do that without getting to know and understand them and their families.  We have stepped outside the same "ol' suit-and-tie" standard and the mostly-faceless experience that many of our clients have come up against to become the most trusted advisors in our communities.

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Over ten years later, our passion and loyalty have grown into devoting ourselves beyond our clients and extending our knowledge to the communities around us. Through this effort, we hope to bridge the gap between financial literacy and real life. Delivering financial wellness to anyone who should seek it. We are showing the world that we can all experience economic success and achieve our goals with the right people on our side. ​