A co-founder of Broadview Financial Advisors, Drew VonLehman specializes in comprehensive financial planning with a focus on working with those in or near retirement, families of divorce, and high income professionals. His areas of expertise encompass investment management, retirement planning, estate planning, and insurance services with the goal of helping clients analyze their financial situation and map out their financial and personal goals.

He received a Bachelor of Science degree in Accounting from Thomas More College and holds FINRA Series 7 and 66 licenses.

Before co-founding Broadview Financial Advisors, Drew was a Financial Advisor with the regional financial planning firm, Focus on Success. Previously, he worked for a regional CPA firm for eight years specializing in individual and corporate taxation.

Drew is actively involved in the community having previously served as Treasurer of the Faith Community Pharmacy, Founder of the Faith Community Junior Board, and Treasurer of CASA of Kenton County, Inc. He and his wife, Cathy, reside in Edgewood, Kentucky, with their three young children, Andrew, Claire, and Audrey.

Philosophy – “As a financial planner, I’ve seen how important it is for clients to understand their own financial DNA. I believe that each and every client has a unique financial blueprint that guides them in their financial decisions. Our job is to discover what makes them tick financially and then design a plan that fits their needs.”