About Us

Let us help you embrace your financial future and life's possibilities.

Group of four people sitting and laughing together

Broadview Wealth Management has guided clients toward Financial Independence since 1989. Turn to our team and education resources to help you:

  • Define your financial goals

  • Create your purpose-driven plan

  • Take action, guided by your road map

We’re a financial services firm located at Broadview Federal Credit Union.

Make an Appointment

Your Financial Independence

Your hopes and dreams deserve attention – pursuing them requires action. That's the essence of every service we provide. Together, let's create your financial plan to support the life you want to lead. Meet the team and work to create your turn-by-turn road map towards Financial Independence.

Why Broadview Wealth Management?

Build your knowledge with education channels that align with your goals – and apply what you learn.

Because your situation and goals are unique, so are the facets of your personalized financial plan.

Receive professional guidance with no hidden fees from an advisor who is not paid a sales commission.

What to Expect

Picture this. You just declared your Financial Independence. How would you spend your days?

Together, let's create a financial plan that supports your vision with manageable goals.

Attend one of our workshops or request a meeting today.

- Susan Fogarty-Jacques, Chief Investment Officer


Let's Talk