Scott Broaddus CFP®, AIF®, CEPA®
Scott Broaddus is an equity partner of Irongate Capital Advisors. As a Financial Advisor and Certified Financial Planner™ Practitioner, Scott specializes in providing advice for families and private business. His practice focuses on private client comprehensive financial planning, cash flow modeling and projections, investment selection, tax strategies*, portfolio construction, and qualified plan construction for businesses and non-profit organizations.
Scott has been recognized by Forbes Magazine as a ‘Best-In-State Wealth Advisor’ for the state of Virginia . He also serves on the board of directors of Premier Resource Group and is a member of the Richmond Estate Planning Council.
In addition to obtaining his CFP® certification in 2010, Scott has earned the Accredited Investment Fiduciary™ designation through the Center for Fiduciary Studies. He is also a Registered Representative (Series 7), Investment Advisory Representative (Series 66), and a registered securities principal (Series 24) through Securian Financial Services, Inc.
Scott Broaddus is a native of Fairfax, VA, and graduated cum laude from the R.B. Pamplin College of Business at Virginia Tech. During his first two years, he attended the University of Mary Washington where he competed in both cross country and track and field. Scott and his wife, Melissa, live in Richmond with their two children.
*This should not be considered as tax advice. Consult a qualified tax professional regarding your individual situation.
**Scott Broaddus made the Forbes list on 4/7/2022 and was evaluated based on 2021 data. The listing is prepared by SHOOK(TM) Research and is based primarily on revenue production, assets under management, and other criteria relative to years of experience, credentials, client retention and servicing, business model, community involvement, financial professional and peer interviews, and compliance background. Financial professionals do not pay a fee or compensation to be considered for the listing. Working with this individual or firm is not a guarantee of future financial results. Product performance is not a factor in the evaluation process. Investors should conduct their own evaluation. 4956366 DOFU 9/2022