Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Employee Stock Options
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Insurance
  • Investment Management
  • Saving for Education
  • Retirement Income Strategies
  • Social Security Retirement Benefits

Awards & recognition

  • Michael Broughton, AdvisorHub Advisors to Watch (over $1Bil), 2024
  • Further Financial Group, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Michael Broughton, Forbes Best-in-State Wealth Advisors, 2022-2024
  • John Fidder, Forbes Best-in-State Wealth Advisors, 2021-2024
  • Michael Broughton, Financial Times 400 Top Financial Advisers, 2020

Community participation

Further Financial Group - Community participation photo

In an effort to give back to the community again this holiday season, Further Financial Group hosted our annual local food drive and volunteered our time at the Freestore Foodbank in honor of Ameriprise Financial National Day of Service. We sincerely thank each of you that donated non-perishable food items to help our efforts.

Our photos

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