To New Beginnings
Welcome to Broadway Graham Wealth Partners!
While starting a new business amid a global pandemic isn’t the typical foundation for most, we couldn’t be more excited to introduce you to our firm, our vision, and our family. Fortunately for us, changing status quo is exactly what brought us here today, and we are eager and prepared to move forward in partnering with you.
It has been quite the journey to get where we are today! We interviewed dozens of firms trying to gain insight into what they stood for, what services they could provide our clients, and if they were positioned to be our partner for decades to come. As we wrapped up each meeting, we kept coming back to the same conclusion; there was not one firm that could check all those boxes. It is at this point that we realized to truly offer our clients the best experience, we had to become an independent financial advisory firm.
To our clients, words cannot express how excited we are to provide you with a new, better way of financial advising. If you have not heard from us yet, you will. We understand that this may seem like a big change, as it is, but it is our pledge to make it a change for the better. We will do everything we can to make your transition as smooth and painless as possible. To those who are not clients but who have been looking for more from their advisor, or for those who have avoided seeking professional advice for any reason, we hope to hear from you. We want to show you that the status quo of a client-advisor relationship is not enough, and we welcome the thought of being held to the highest fiduciary standard.
“There are far better things ahead than any we leave behind.”
We look forward to making the journey together and the celebrations along the way. If you have any questions about our firm, then please feel free to reach out.
Partner | Financial Advisor
PARTNER | FINANCIAL ADVISOR
SR. CLIENT ASSOCIATE