The personal attention you need.
The trust you deserve.
Broadlake Financial Management is an independent advisory firm founded in 1989 and registered with the Securities and Exchange Commission (SEC).
We provide comprehensive investment management services to individuals, corporations, and non-profits with personalized care and a cost-effective approach. Our knowledge and experience provides our clients the edge they need to achieve their financial goals.
Independent, unbiased advice that’s always on your side
We put our clients first — with a transparent approach that’s built into our business structure.
Broadlake Financial is a fee-only advisory firm that’s100% focused on the needs of our clients. Independently owned and operated, we receive no commissions or other compensation from your investments, so we’ll never steer you to investment products that help our bottom line but not necessarily yours. As your trusted parter, you can always count on our unbiased, objective financial advice and expertise.
Financial advice to help you navigate life’s financial challenges
We ask the right questions to reveal the right solutions.
Your goals and needs are unique, so your financial plan should be, too. We provide smart solutions that are tailored just to you, with outstanding customer service and a lean operational structure that focuses on minimizing your costs. We take seriously the trust you place in us, and we’re passionate about providing the consistent, reliable, personalized expertise you need.
Local and accessible financial professionals
We’re here for you — with real advice from real advisors.
Conveniently located in South Burlington, Vermont, the advisors and analysts at Broadlake Financial are directly accessible and highly responsive, for the best service possible.
Contact us today, and let’s talk about reaching your most important financial goals.