Scott Broaddus CFP®, AIF®

Partner, CERTIFIED FINANCIAL PLANNER®
(804) 327-0424

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 financial planning, cash flow modeling and projections, investment selection, tax strategies*, portfolio construction, as well as 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 in 2024. 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 Cetera Advisor Networks LLC.

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 was selected for the Forbes list on 4/13/2024 and was evaluated based on 2023 data.

**Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years' experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. As of April 2024 there were 44,990 nominations received and based on thresholds, 23,876 were invited to complete online survey , 20,412 telephone interviews were conducted and 4,926 in-person interviews at an advisor's location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.