Our Team
Our team has nearly 50 years of combined experience providing financial guidance to business owners, professionals, and established families in Raleigh, NC and the surrounding region. We are a multigenerational, family-oriented practice, and that perspective shapes how we work with clients. We start by understanding the whole picture: your priorities, your family, your concerns and what you want your wealth to support over time. As the next generation becomes part of our own practice, we are intentionally building continuity for the families we serve. Our goal is to provide thoughtful guidance today while creating relationships that can endure across generations. At Broughton Eason Financial Partners, we think about wealth in generations, not transactions.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Retirement Income Planning
Turning a lifetime of savings into sustainable retirement income can feel complex. You’re balancing predictable income sources–like Social Security–with investment-based income that can fluctuate, all while supporting the lifestyle you envision for retirement.
Tax-Efficient Investing
Planning for the efficient management of the tax consequences of investment decisions can be an important factor in retaining more of the assets you worked hard to build.
Business Retirement Plans
We partner with organizations to deliver innovative, results-oriented retirement plan solutions. Our structured, consultative process is developed to help you offer a well-designed plan—supported by high-level service that empowers your employees to work toward long-term financial security.
Articles for Business Owners
Business Owner Retirement Plan Checklist
Is your company retirement plan doing its job? As a business owner or entrepreneur, you may not always know where to begin to answer that question.To help you answer, we created a handy little checklist: 8 questions we believe business owners should be able to answer about their retirement plan.Still unsure? Click the "Contact Us" and fill out the requested information. We will be happy to schedule a call!
Retirement Plans for Small Businesses
If you own a small business and you haven't set up a retirement savings plan, what are you waiting for? A retirement plan can help you and your employees save on taxes while saving for the future.
Benefit Plans for Small Businesses
If you own a small business, you may be finding it increasingly necessary to implement a benefit program to attract and retain employees. For small businesses, benefit plans generally consist of some of the major insurance benefits, discussed here, as well as employer-sponsored retirement plans.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 15, 2026
Tax Overlay: A Tax-Aware Path from Concentration to Diversification
We've recently added a new tool to our arsenal at Janney: Tax Overlay! Tax savings are a big consideration for many investors, and this allows us to streamline the process of helping clients manage their tax bill.
It's especially helpful if you are trying to diversify out of a concentrated stock position, which can happen frequently with an inheritance or an employer stock grant. We're happy to talk about how Tax Overlay could benefit you!
October 12, 2026
The Benefits of Transferring Wealth During Your Lifetime
Traditionally, an inheritance is something loved ones receive after someone passes away. But increasingly, individuals and families are considering another approach: sharing some of their wealth during their lifetime.
In the right circumstances this practice can be very helpful to the people receiving the gift. However, it can require some specialized planning to make sure everything is done properly.
October 12, 2026
1031 Exchanges: What Real Estate Investors Should Know
Real estate investors considering the sale of an investment property may want to understand how a 1031 exchange works and the requirements involved. Explore key considerations, including important timelines, qualifying properties, and potential tax implications.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
In this issue, we explore the yen “carry trade” strategy, the rate-hike cycle, and why October may be less scary than it seems.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.