A complete list of active advisors currently associated with Broaden Wealth LLC

Warmer can help you find a great advisor at Broaden Wealth LLC or one who fits your needs even better.

Broaden Wealth LLC is an independent registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm develops individualized investment policy statements and offers ongoing monitoring and planning that can include insurance and annuity recommendations made through third‑party providers. The firm tailors portfolios to clients’ goals and risk tolerances using a mix of charting, fundamental analysis, modern portfolio theory and technical analysis, and generally seeks discretionary authority to implement recommendations. Investment implementation emphasizes mutual funds, ETFs, equities and fixed income while also allowing the use of derivatives and higher‑risk strategies such as options and short sales. Distinctive for a firm of its size, the firm’s principal is also a licensed insurance agent and accepts commission-based compensation for insurance and annuity sales; the brochure discloses these conflicts and describes documentation and disclosure practices to address them. The firm also notes its custodial relationships that provide integrated rebalancing and reporting tools, limits trade aggregation to household-level batching, and discloses a previously settled client complaint related to an annuity recommendation and an earlier employment discharge in its disciplinary history.

To learn more about the advisors currently working at Broaden Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Brian Megibow	Fort Myers, FL	26

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