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learn more about us and why you should use big.

the big why?

When Broughton first opened in March of 2012, it was with BIG hopes and even BIGGER ideas, We wanted to develop an organization that created more than just a standard financial plan with the occasional "check-in." We strive for excellence through strategy, transparency, and the relationships we have built with our clients. Our goal is to help our clients achieve a successful financial portfolio while creating paths to their actionable life goals. There's no way to do that without getting to know and understand them and their families.  We have stepped outside the same "ol' suit-and-tie" standard and the mostly-faceless experience that many of our clients have come up against to become the most trusted advisors in our communities.

Over ten years later, our passion and loyalty have grown into devoting ourselves beyond our clients and extending our knowledge to the communities around us. Through this effort, we hope to bridge the gap between financial literacy and real life. Delivering financial wellness to anyone who should seek it. We are showing the world that we can all experience economic success and achieve our goals with the right people on our side. ​ 

“Financial literacy is just as important in life as the other basics.”

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– John W. Rogers, Jr.,

CEO Ariel Capital Management

financial planning. financial literacy. financial wellness.

fast facts



of Americans are financially literate.

of Americans are...



Only 65% of Americans report having a savings account.

Less then two thirds of adults in America say they have a...


                        of adults roll over $2,500 in credit card debt each month.


America is the richest country but do you know where we rank regarding financial literacy rates?

Americans rank  14th globally in financial literacy rates. 



An emergency fund and... 

...Only 40% can actually cover a $400 emergency.**

of Americans have this...



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“Financial literacy is an issue that should command our attention because many Americans are not adequately organizing finances for their education,

healthcare and retirement.”

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– Ron Lewis,

former United States Representative

what are you


do you have more questions? we've got the answers.


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set-up your complimentary, pressure-free consultation today:

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