About My Practice
ABOUT BROADHURST FINANCIAL ADVISORS, INC.
Broadhurst Financial Advisors is an independent, fee-only Registered Investment Advisor offering Wealth Management to affluent individuals and families. Our consultative approach addresses wealth enhancement, wealth preservation, wealth transfer and charitable giving.
BFA provides portfolio management and fiduciary services to individuals and institutions . Typical clients range from business executives, retirees, business owners and their 401k plans. We provide low-cost retirement plans for business owners who want the best and are concerned about their fiduciary liability to their employees.
As such, we use no-load, low-cost passive investments, and create risk-appropriate portfolios using funds from Dimensional Funds Advisors (DFA). The firm will not accept commissions, or benefits from the sale of any products, so advice is unbiased.
All advisors claim to be financial experts. But, verbal claims aren't worth much when your financial future is at stake. Our financial professionals have the best credentials (CFA, CFP) and can document their expertise.
Our firm philosophy is about helping you to achieve your goals. How do we do that? We have an ongoing, consultative dialogue with our clients and make sure that you:
a) Optimize all of your assets into a proper structure
b) Avoid investment mistakes and bad timing decisions
c) Address opportunities to enhance wealth and protect wealth
d) Review all of your options and choices with our team of experts
e) Meet regularly to review progress and proactively plan solutions to your most important needs
Our mission is to give you peace-of-mind when it comes to financial matters. How do we do this? Together with you, we:
1) Develop an investment plan that focuses on your goals and values
2) Provide you with impartial and unbiased solutions (i.e. no commissioned products)
3) Integrate your strategy on investments, risk management, estate, tax planning and charitable giving
4) Implement your plan in the most cost effective ways
5) Maintain our relationship based upon open communication and full disclosure
Broadhurst Financial is fee-only and independent. We are a NAPFA Registered Investment Advisor and a fiduciary. See www.FocusOnFiduciary.com. We are members of the Financial Planning Association, the CFA Institute and the Alliance of Cambridge Advisors.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Life insurance: PA, Health/disability insurance: PA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Analyst (CFA)
- Other - NAPFA - Registered Investment Advisor
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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