A complete list of active advisors currently associated with The Broughton Investment Group, Inc.

Warmer can help you find a great advisor at The Broughton Investment Group, Inc. or one who fits your needs even better.

The firm provides investment and wealth management, financial planning, and educational services to individuals, high‑net‑worth clients, small businesses, and occupational specialties such as doctors, attorneys, and CPAs. It manages client portfolios on a discretionary, fee‑only basis and currently oversees roughly $19.5 million for about 54 client relationships with a small team of advisors. The firm builds customized portfolios using a mix of tactical and dynamic asset allocation and principles of modern portfolio theory, drawing on fundamental and cyclical analysis to set asset mixes consistent with clients’ objectives, income needs, and risk tolerance. It operates under a fiduciary standard, monitors accounts on an ongoing basis, and implements client strategies through third‑party custodians with monthly billing in arrears. Compared with many peers, the firm explicitly offers periodic market communications (newsletters, emails, or mailed updates) and hosts educational workshops for groups on topics such as retirement strategies and wealth management, services it describes as educational rather than sales‑oriented. It also emphasizes a fee‑only model without acceptance of third‑party commissions and maintains a policy of not voting client proxies, which are sent directly to clients by their custodians.

To learn more about the advisors currently working at The Broughton Investment Group, Inc., 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.