The IFA Network Members are a select group of financial
advisors who are authorized to use the extensive up-to-date information
and tools throughout IFA's several hundred page web site, as well as
the online 12-Step Program to Index Funds eBook. These advisors sign
an agreement with our firm and are approved for use of the materials
and tools on this site. Network Members pay IFA a monthly fee and/or
invest their clients assets at IFA. Other advisors are prohibited from
using any of the copyrighted materials on IFA sites, including, but
not limited to: investor education, risk capacity survey, and investment
policy development tools. IFA neither endorses nor recommends Network
Members individually or as a group and does not endorse or recommend
any particular Network Member’s investment strategy. IFA recommends
strongly that investors do due
diligence on any particular investment manager they consider hiring,
regardless whether that manager is IFA, an IFA Network Member, or any
Thomas L. Kirk, CPA, PFS and Tim Armstrong
Tom Kirk is President and Chief Executive Officer of FirstWave Financial, a fee-only financial planning and investment
advisory firm. Tom has over 20 years experience working with high
net worth individuals, families and businesses in tax, financial
independence and estate planning as both a Certified Public Accountant
and a Personal Financial Specialist.
Timothy R. Armstrong, Wealth Coach
Career Highlights : Develops and implements planning strategies
for affluent individuals that provides them with confidence that
they can create the great financial future they desire. Develops
and implements customized retirement planning strategies for
entrepreneurs to simplify and improve the performance of their
P.J. DiNuzzo - CPA/PFS, NAPFA-RFA, MBA, MSTx
President/Founder, Chief Investment Officer
Founded in 1989 by P.J. DiNuzzo, DiNuzzo Index Advisors, Inc. is an SEC-Registered Advisory firm managing approximately $200 million. We have five advisors (P.J. DiNuzzo, Senior Advisor; Mark DiNuzzo, Senior Advisor; Carl Hartman, Senior Advisor; Patsy Esposito, Junior Advisor; and Mike DiNuzzo, Associate Advisor) and eight team members serving our family of clients. Please visit our website at www.DiNuzzo.com to learn more regarding our organization.
DiNuzzo Index Advisors, Inc. was approved as one of the first 100 Advisors in the United Stated with Dimensional Fund Advisors (DFA) starting in the early 1990’s and also was accepted as one of the earlier members of NAPFA Fee-Only Advisors. P.J. DiNuzzo is rated by the Paladin Registry as a 5-Star Advisor scoring in the top 1% of all advisors in America. DiNuzzo Index Advisors, Inc. has numerously been ranked as one of the top 500 firms in the country, by various national publications and trade magazines.
DiNuzzo Index Advisors, Inc. has been interviewed, quoted, or written financial articles for; TV/Radio/Magazines/Newspapers: Oprah and Friends XM Radio, CNBC Power Lunch, The Street.com, KDKA – TV2, The Wall Street Journal, Financial Times, Investment News, Yahoo! Finance, Kiplinger’s Personal Finance, Business Week, Smart Money, Morningstar, and Dow Jones Market Watch.
DiNuzzo Index Advisors, Inc.’s, investment philosophy has been based on years of research emanating primarily from University of Chicago Graduate School and DFA-Dimensional Fund Advisors and the study of the technical underpinnings of financial models – Efficient-Market Theory, Modern Portfolio Theory, Capital Asset Pricing Model, Cost of Capital, Five-Factor Model Theory and Indexes/Passive Asset Classes. DIA’s unique skill is our ability to marry our understanding of highly complex market theories with a passionate and sincere concern for the individuals, families, and companies which we serve.
Toll free phone number: 1-877-728-6564
New Zealand Independent Wealth Management Firm
At Bradley Nuttall, we are passionate about client-first wealth management. We bring together some of New Zealand’s top experts in investing, tax, insurance, estate planning, and other wealth management strategies. But most importantly, we implement solutions free from the burden of having any proprietary investments or products.
So simply, clients come first.
At Bradley Nuttall our business philosophy is based on our successful wealth creation for clients. We service high net worth individuals, families, and businesses with complex wealth management needs, putting their financial house in order so they can enjoy the freedom and peace that comes from knowing they are on the right path. We believe that by leading the way, we can change the way New Zealand invests.
79 Cambridge Terrace
P O Box 1378.
Bruce T. Riddle, ChFC, CFBS
Bruce T. Riddle has been in the Financial Services Business for over 30 years. He is a graduate of Oklahoma State University with a degree in Business and Finance. He has completed post graduate studies in Finance from the American College in Bryn Mawr, Pennsylvania.
He currently holds the following designations: Chartered Financial Consultant, (ChFC); Certified Family Business Specialist, (CFBS); Registered Health Underwriter (RHU); Chartered Life Underwriter, (CLU); Certified in Long Term Care (CLTC).
He is the past President of the N.E. Oklahoma Society of Financial Professionals. He is the past President of the National Agents Association of the MassMutual Life Insurance Co.
He and his wife Stephanie attend the First United Methodist
Church in Tulsa, Oklahoma where they both are very active. They
have also served on several civic organizations. They
have 3 adult children and 3 grandchildren.
Bruce T. Riddle, ChFC, CFBS
Wealth Management Advisors, LLC
4200 East Skelly Drive, Suite 350
Tulsa, OK 74135
Michael Johnson, MBA
President, Pillar Index Advisors
Pillar Index Advisors is a fee-only independent Registered Investment Advisor (RIA). We are DFA approved - and work exclusively in the realm of what really matters. Successful families rely on me to help them achieve all that is important to them. I'm their advocate. To accomplish this I team with other top-flight professionals to make sure the best financial and legal strategies and products are used to secure their goals and dreams.
I also work with small businesses that sponsor retirement plans (401k, Defined Befefit, Profit Sharing) for their employees. I help companies understand what their true cost of their current plan is. I take pride in "wowing" these sponsors with a better, lower cost plan which I energetically service.
I started Pillar Index to provide a clean, conflict free relationship which differs greatly from overpriced, mass marketed Wall Street solutions. We place client's interests as our highest priority by eliminating self-serving conflicts of interest.
770 East Main Street Suite #310
Lehi, UT 84043
Dan McConlogue is founder and President of Eleven O’Clock Associates, a fee-only financial planning and investment advisory firm. Dan has over 20 years experience working with high net worth individuals, retirement plans, and endowments in asset management, risk management and estate planning. He is an Accredited Investment Fiduciary.
23190 Fashion Dr
Estero, FL 33928
Matt Ludmer, President
Matt began his career in Morgan Stanley's Individual Investor Services Department in 1984 after graduating from the University of Chicago's Booth Graduate School of Business. He was chosen to be one of the five starting members of Morgan Stanley’s first high net worth training program. The department, then 30 individuals, is now over 17,000 today. He spent the next 14 years advising significantly wealthy families on restricted stock, asset allocation, risk management, and portfolio strategies. Matt joined Donaldson Lufkin and Jenrette in 1997 providing his counsel and wealth management services to clients as well as other financial consultants at DLJ. There he became the firm’s top producing financial advisor and led a 13 person wealth management team. He was hired into Smith Barney by Sandy Weil in 2002. Years later, Morgan Stanley bought Smith Barney and soon after Matt left to create Aligned Wealth pursuing his career's vision of a better wealth management offering.
Matt lives in Katonah, New York with his wife Michele. They have three daughters Margo 25, Dana 24 and Grace 20. He has served on the board of the Healthcare Chaplaincy and was a member of the Jewish institute for Pastoral care. Matt worked with the Walt Frazier Youth Foundation placing at risk teens in corporate internships. He currently serves on the board of the AHRC Foundation and is on the executive committee of his temple.
James Hexem is a registered representative
(Series 7 and 65) with Liberty
Capital Management, which is a part of the Royal Alliance Broker
Dealer Network. Index Funds Advisors, Inc. has been approved to
work with James Hexem as a Third Party Money Manager with Royal
Alliance, which is part of the AIG broker dealer group.
Jeffrey B. Broadhurst , MBA, CFA, CFP
Located near Philadelphia , Broadhurst Financial Advisors is
an independent, fee-only investment advisor offering comprehensive
financial, tax and investment solution to individuals and charitable
institutions. Prior to starting BFA, Mr. Broadhurst worked at
Standard & Poor's rating agency in New York City and evaluated
fund managers. Previously, he was on Wall Street with the investment
bank Dresdner Kleinwort Wasserstein in debt capital markets.
Mr. Broadhurst holds the Chartered Financial Analyst designation,
is a Certified Financial Planner, an MBA in Finance from Case
Western Reserve University and a B.Sc. in Engineering from the
Queen's University ( Canada ). Broadhurst
Financial is a member of NAPFA ,
Institute and the Financial
Planning Association. Please contact us at (866) 404 – 8022
or (215) 325 – 1595 or by email at info@BroadhurstFinancial.com
To see a 4-minute video, click on: Video
Broadhurst Financial Advisors, Inc.
1911 West Point Pike, Suite
P.O. Box 301
West Point, PA 19486-0301 USA
(866) 404 – 8022 or (215) 325 – 1595
Complete information is available at: www.BroadhurstFinancial.com