Broadway Advisor Group was Founded with ONE Singular Focus…

Our Client

Discover the Impact We can Make

NOW AND THROUGH RETIREMENT

At Broadway Advisor Group, we are passionate about the markets and their impact on our clients. We work with you to formulate a plan to outline your financial success to achieve current goals and future aspirations.

Our Firm Was Founded To Better Your Life Through…

Sound Financial Planning

Tailored, comprehensive plans thoughtfully developed based on your distinct needs and goals.

Knowledge & Experience

Multi-generational team spanning decades in the financial services industry

Cutting Edge Tools & Technology

Our firm combines old-fashioned customer service with the convenience and ease of today’s leading technology.

The Broadway Advisor Group Team

  • Jason Sgroi

    PRINCIPAL / ADVISOR

    Founder and Managing Principal of Broadway Advisor Group. Lead Advisor of Sgroi Wealth.

  • Michael Sgroi

    PRINCIPAL

    Founder and Managing Principal of Broadway Advisor Group.

  • Tyler Rapp

    FINANCIAL ADVISOR / HEAD OF INVESTMENTS

    Advisor with Sgroi Wealth.

  • John Mendrysa

    FINANCIAL ADVISOR

  • Kim Dumont

    FIRM OPERATIONS / HEAD OF COMPLIANCE

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Come Experience Our Innovative Approach to Financial Advice…Tailored to you.