Index Fund Advisors Solicitors and Network Members

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 other advisor.

Network Members:





Thomas L. Kirk, CPA, PFS and Tim Armstrong
FirstWave Financial

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
info@firstwavefinancial.com

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 retirement plans.

 

 




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.

Email: chartman@dinuzzo.com
Toll free phone number: 1-877-728-6564
Website: www.dinuzzo.com

 

 

Ben Brinkerhoff

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.

Ben Brinkerhoff
Bradley Nuttall
79 Cambridge Terrace
P O Box 1378.
CHRISTCHURCH, 8140
New Zealand
P: +64-3-364-9119

Ben@bnl.co.nz
www.bnl.co.nz

 

 


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
bruceriddle@wmatulsa.com
918-524-6325

Wealth Management Advisors, LLC
4200 East Skelly Drive, Suite 350
Tulsa, OK 74135

Website: www.wmatulsa.com

 

 

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.

Mike@pillarindex.com
801-770-3301
www.pillarindex.com

770 East Main Street Suite #310
Lehi, UT 84043

 

 

 

Daniel McConlogue

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.

dan@oureoa.com
(239) 992-5112
www.oureoa.com

23190 Fashion Dr
#214
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.

 

 

Solicitors:

James Hexem

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 , the CFA 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 Brochure

Broadhurst Financial Advisors, Inc.
1911 West Point Pike, Suite 301
P.O. Box 301
West Point, PA 19486-0301 USA
(866) 404 – 8022 or (215) 325 – 1595
email: info@BroadhurstFinancial.com

Complete information is available at: www.BroadhurstFinancial.com


Current IFA Network Members:
FirstWave Finacial
Satellite Beach, Florida
DiNuzzo Index Advisors, Inc.
Beaver, PA
Wealth Management Advisors, LLC
Tulsa, OK
Bradley Nuttall
Christchurch, New Zealand

Pillar Index Advisors
Lehi, UT
Eleven O'Clock Associatees Investment Advisor
Estero, FL
Aligned Wealth
New York, NY
 
Current IFA Solicitors:
Liberty Capital Management
Santa Ana, California
Broadhurst Financial Advisors, Inc.
Philadelphia, PA
My Advisors, LLC
Coto De Caza, CA
Finesse Funds LLC
Basalt, CO
Pasadena Capital Advisors LLC
Pasadena, CA
 

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