Broadlake Financial Management

Broadlake Financial Management is an independent advisory firm founded in 1989. Registered with the Securities and Exchange Commission (SEC), we have over three decades of experience providing comprehensive investment management services to a diverse clientele that includes individuals, corporations, and non-profit organizations. Committed to personalized care and a cost-effective approach, we empower our clients to achieve their unique financial goals. Our extensive knowledge and experience act as a guiding force, providing our clients with the edge they need to navigate the complexities of the financial world.

Unwavering Commitment to Client Wellbeing

At Broadlake Financial, our unwavering commitment is to our clients. We operate with a transparent business structure built on integrity and trust. As a fee-only advisory firm, we are exclusively focused on the needs of our clients. This means we receive no commissions or other compensation derived from your investments. Our compensation is directly tied to the services we provide, ensuring that our clients' best interests always come first. Without the influence of commission-based incentives, you can have complete confidence that our financial advice is unbiased, objective, and genuinely tailored to your individual circumstances.

Tailored Financial Solutions

We recognize that each client's financial situation and goals are unique. We believe in a personalized approach that goes beyond simply offering generalized investment advice. We take the time to understand your specific aspirations, risk tolerance, and financial situation through thoughtful conversations and in-depth analysis. By asking the right questions, we uncover the root of your financial needs and develop smart, customized solutions that align perfectly with your individual objectives.

Our commitment to personalized service extends beyond our initial consultations. We provide ongoing support and guidance, continually monitoring your portfolio's performance and adjusting strategies as needed to ensure you remain on track to achieve your financial goals. We believe in open and transparent communication, keeping you informed every step of the way.

Local Expertise, Accessible and Responsive

Conveniently located in South Burlington, Vermont, our team of advisors and analysts is readily accessible and highly responsive. We pride ourselves on building lasting relationships with our clients, providing the personalized attention and support you deserve. We take the time to truly understand your needs, answer your questions thoroughly, and provide clear, concise explanations of complex financial concepts. Whether you're seeking guidance on retirement planning, investment strategies, or estate planning, our local expertise and unwavering dedication ensure that you have the support you need to make informed financial decisions.