Welcome to

Phoenix Financial Inc. &
The Broadview Group

After spending more than 25 years serving this community, we have a deep understanding of the elements that make it unique and, more important, the people who make it special. We live our lives and make our livelihoods here – working hard, giving back and helping people like you plan intelligently for their long-term financial goals.

At Phoenix Financial Inc. and The Broadview Group, we are a fee-based, client-focused registered investment advisor firm with a long local history. We know how to create a plan designed to help you preserve and enhance your wealth, because we know where you’re coming from.