Advisors at this firm
Andrew M
Series 65
South Burlington, VT
Broadlake Financial Management
Andrew Murphy is a Series 65-licensed financial advisor at Broadlake Financial Management with 19 years of industry experience. He has worked at Eley Financial Management since 2005. Broadlake Financial Management provides discretionary asset management and advisory services to individuals, non-profit organizations, and employer-sponsored retirement plans. The firm uses documented Investment Policy Statements tailored to client goals and employs fundamental, macro-economic, and technical analysis in its investment approach.
Joseph D
CFP®, Series 65
S Burlington, VT
Broadlake Financial Management
Joseph Diebold is a CFP® with 31 years of industry experience and has been with Eley Management Associates Inc since 1992. He is based in South Burlington, VT, and holds a Series 65 license. Diebold is part of the four-advisor team at Broadlake Financial Management. Broadlake Financial Management provides discretionary asset management and advisory services to individuals, non-profit organizations, and employer-sponsored retirement plans. The firm uses documented Investment Policy Statements tailored to client needs and applies fundamental, macro-economic, and technical analysis in its investment approach.
Matthew M
CFA®, Series 63, Series 65
South Burlington, VT
Broadlake Financial Management
Matthew Malaney is a CFA® charterholder with 18 years of industry experience. He is based in South Burlington, VT, and has been with Eley Financial Management, Inc. since 2007. He holds Series 63 and Series 65 licenses. Broadlake Financial Management provides discretionary asset management and advisory services to individuals, non-profit organizations, and employer-sponsored retirement plans. The firm uses documented Investment Policy Statements and a combination of fundamental, macro-economic, and technical analysis to manage portfolios, and reported $369 million in discretionary assets under management as of December 2024.
Joseph S
Series 65
South Burlington, VT
Broadlake Financial Management
Joseph Smithwick is a Series 65-licensed advisor with 19 years of industry experience. He is affiliated with Broadlake Financial Management and has worked at Eley Financial Management, Inc. since 2004. Broadlake Financial Management provides discretionary asset management and advisory services to individuals, non-profit organizations, and employer-sponsored retirement plans. The firm employs a documented Investment Policy Statement to guide investment decisions and utilizes fundamental, macro-economic, and technical analysis within a structured portfolio management framework.
