broaden financial group

What broaden financial group does

Broaden Financial Group is a privately held, founder-owned financial services practice established in 2018 by financial representative Thomas Broda and headquartered in a single office at 1151 Oak St, Pittston Township, Pennsylvania. The firm operates with 1-10 employees and serves individual and family clients in Northeastern Pennsylvania through an appointment-only, direct-consultation model. Its stated approach is educational rather than transactional, positioning itself as a network of financial professionals and advocates rather than a transactional product broker.

The firm's offering is a bundled suite of advisory and insurance services covering debt elimination, business succession and continuation planning, business evaluations, retirement planning, estate planning, long-term care planning, risk management, wealth accumulation, wealth preservation, life settlements, life insurance, final expense planning, and brokerage services. It supplements this internal capability with a Trusted Attorney Network of legal professionals across multiple specialties to address estate, succession, and complex planning situations holistically. There is no proprietary technology platform, no digital product, and no app — the core technology is the firm's human advisory bench plus referral relationships.

Broaden Financial Group generates revenue through two streams: fee-based financial advisory engagements (retirement, estate, wealth accumulation and preservation, business succession) and commission-based insurance product sales (life, long-term care, final expense, life settlements). Pricing is not publicly disclosed; the firm offers free initial consultations and customizes engagements individually. Marketing is limited to the company website and direct email/phone outreach, with no broad digital advertising, social media presence, or third-party distribution channels in evidence.

Name

broaden financial group

Legal name

Broaden Financial Group

Website

https://broadenfinancial.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Broaden Financial Group is a privately held, founder-owned financial advisory and insurance practice founded in 2018 in Pittston Township, Pennsylvania, serving individual and family clients in Northeastern Pennsylvania through appointment-only consultations covering retirement, estate, succession, and risk management planning.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

Keywords

• Financial planning services
• Retirement planning
• Estate planning
• Insurance advisory
• Wealth management

Headquarters

HQ city

Pittston Township

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Planning Services: Fee-based financial advisory services including retirement planning, estate planning, wealth accumulation and preservation strategies, and business succession planning. Revenue is generated through consultation fees and ongoing advisory engagements.
2. Insurance Products: Commission-based revenue from life insurance, long-term care insurance, final expense planning, and life settlements options. Sold through licensed insurance agents to individuals and families.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Broaden Financial Group is an independent financial advisory practice that delivers fee- and commission-based financial planning, retirement planning, estate planning, risk management, wealth accumulation and preservation, and insurance brokerage services to individuals, families, and small business owners in Northeastern Pennsylvania. Services are delivered via personalized, by-appointment consultations and supplemented by a network of trusted legal professionals for holistic financial and estate solutions.

Product overview

Broaden Financial Group offers a comprehensive suite of financial planning and advisory services through a network of financial professionals. The company operates as a service-based financial advisory practice rather than a technology product platform. Services include debt elimination strategies, business succession and continuation planning, retirement planning, estate planning, long-term care planning, risk management, wealth accumulation and preservation, life insurance, life settlements, final expense planning, and broker services. The company also maintains a network of trusted attorneys to address various legal and financial situations. Founded in 2018 by Thomas Broda, the firm serves clients in Northeastern Pennsylvania.

Differentiator

Problem solved

Functional benefit

Products and services

• Debt Elimination Strategies Financial strategies designed to help clients eliminate or reduce debt obligations through structured planning and elimination approaches, offered to individuals and families.
• Business Succession Planning Planning services to help business owners prepare for leadership transitions and ensure continuity of operations.
• Business Continuation Planning Strategies to ensure a business can continue operating through unexpected events or transitions.
• Business Evaluations Assessment and valuation services for businesses to determine worth and identify growth opportunities.
• Retirement Planning Comprehensive planning to help individuals prepare financially for retirement through various investment and savings strategies.
• Estate Planning Services to help clients organize and plan the distribution of their assets and wealth to heirs and beneficiaries.
• Long Term Care Planning Planning for potential long-term care needs including nursing care, assisted living, and in-home care expenses.
• Risk Management Services to help families and individuals manage and mitigate financial risks through insurance and other protective strategies.
• Wealth Accumulation Strategies and planning services focused on growing and accumulating wealth over time.
• Wealth Preservation Services aimed at protecting and maintaining accumulated wealth from market volatility, taxes, and other potential threats.
• Life Settlements Options Options for policyholders to sell existing life insurance policies for a lump sum amount.
• Life Insurance Life insurance products and consultation to help protect families and provide financial security.
• Final Expense Planning Planning for end-of-life expenses including funeral costs and other final arrangements.
• Broker Service Brokerage services connecting clients with appropriate financial products and insurance solutions.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Trusted Attorney NetworkcoreStrategic or Co-development PartnerBroaden Financial Group works with a network of trusted legal professionals across many different specialties to find comprehensive solutions for client situations. This partnership enables the company to address complex financial and legal planning needs holistically, including estate planning and business succession planning.

Scale indicators2 records

Recent moves3 records

Expansion highlights3 records

Direct peers

• Edward Jones: Large U.S. financial advisory firm built on regional, branch-based financial advisors serving individuals and families with retirement, estate, and wealth planning services. Closely mirrors Broaden's regional, advisor-led, individual-client model.
• Ameriprise Financial: Diversified financial services company providing financial planning, retirement, investment, and insurance solutions through a large advisor network serving individuals and small businesses. Closely comparable to Broaden's holistic planning + insurance offering.
• Primerica: Financial services company focused on middle-income families, offering term life insurance, investment, and retirement solutions through a network of licensed representatives. Comparable in advisor-led, mass-market, planning + insurance model.

Broad incumbents

• MassMutual: Mutual insurance company offering life insurance, retirement, investment, and wealth management services through financial professionals. Comparable to Broaden given the dual insurance-plus-planning value proposition delivered through licensed agents.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of financial advisors who offer retirement, investment, and insurance services to individuals. Comparable as a structural alternative for an advisor-led planning practice.
• Northwestern Mutual: Large incumbent financial services firm combining life insurance, disability insurance, and financial planning through a network of financial advisors. Highly comparable to Broaden Financial Group given the shared advisor-led, planning + insurance model.
• New York Life: Mutual insurance and financial services company offering life insurance, retirement, estate planning, and investment advisory services through a network of agents. Comparable in combining insurance distribution with financial planning advice.

Regional players

• Wealth Enhancement Group: Independent wealth management firm offering financial planning, retirement, estate, and tax services to individuals. Comparable as a small/mid-sized planning-led advisory competing with larger institutions in a similar service mix.

Emerging players

• Cambridge Investment Research: Independent broker-dealer supporting independent financial advisors with retirement, wealth, and insurance solutions. Comparable as an alternative infrastructure model for a small independent planning practice like Broaden.
• Cetera Financial Group: Independent broker-dealer and advisory network supporting independent financial advisors with retirement, wealth, and insurance solutions. Comparable as a model for an independent regional advisory practice seeking back-office and product support.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/broaden-financial-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about broaden financial group