Andrea Broughton, CPA

Founder and Managing Partner

In her role as Managing Partner of SBK Financial, Andrea specializes in providing integrated investment advisory, tax, retirement, estate and other financial planning services to high net-worth individuals and executives. She provides attentive service to clients based on knowledge of their needs and goals. Andrea especially enjoys working with executives to help them understand and maximize what is available to them through their often complex benefit plans.

Prior to forming SBK, Andrea worked in the financial counseling practice at Ernst & Young, spending more than 10 years in Ernst & Young’s Boston and Richmond offices. Early in her Ernst & Young career, Andrea audited a number of Fortune 500 companies and mutual funds. She believes her prior work as an auditor has been invaluable, allowing her to look behind the numbers in evaluating investment and business opportunities for the clients’ benefit.

Andrea is a certified public accountant who graduated magna cum laude from Babson College with a Bachelor of Science in Business Administration. She is actively involved in the Richmond community, serving as the treasurer of the Brookfield Foundation and on the board of the Richmond YWCA. She is passionate about clients and the Richmond community, but her true passion is her family. When not at SBK, Andrea is often found supporting her son and two daughters at various athletic venues across Richmond.