The Broad River Advantage

the Broad River Advantage


We try to keep it simple: We've built our business around three principles that define who we are and what we stand for.

This is what we will do for you:

  • Invest -- Our products will provide the framework necessary to help you build a future you can be proud of. Whether you’re growing a business or a family, we can help you invest your resources in a way that will provide you with deep financial security and the freedom to move towards your goals with conviction.
  • Protect -- Our products can give you the peace of mind that comes from knowing that the things that matter to you are secure, which will allow you to live your life with confidence.
  • Inspire -- Protecting and growing your asset base shouldn't be about fear. We will never try to intimidate you with a vision of a future filled with unexpected catastrophes; our goal is to inspire you to take the actions necessary to support and strengthen the things you care about.


Broad River is located in the heart of Portland, Oregon, where we've worked tirelessly to build a team with over a hundred combined years of experience in the insurance industry. We are representatives of the Guardian Life Insurance Company of America, and couldn't be prouder to sell products that we believe in. Broad River uses the Guardian products and platform to help clients in the areas of risk management, wealth accumulation, and wealth preservation and distribution.

We also work with a growing network of trusted partners who allow us to provide a range and breadth of benefits that most insurance companies simply cannot offer. In addition, we give our clients access to cutting-edge technology, like The Living Balance Sheet, which is a tool that allows our associates, working arm-in-arm with their clients, to take a comprehensive view of each client’s financial situation.

Unlike many other financial service providers, we employ strategies that often defy the conventions of today’s industry. Avoiding trends and “hot products,” our associates adhere to time-tested macro-economic principles. The products and services we sell are the very same ones we use to protect our own wealth and families, and to plan for our own goals and dreams.

We understand that buying insurance can be both confusing and tedious, which is why we think of ourselves primarily as educators. We believe in the crucial role insurance can play in a productive, joyous, and secure life. We believe that if we help our customers understand this, the rest will take care of itself.

Give us the chance to prove that we mean what we say. We're confident that it won't take long for you to realize that we care deeply about what we do, and that we are strongly committed to the principles on which we’ve built our business.

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