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Index Funds Advisors Network Members |
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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. If you
are an investment advisor and interested in a network member license,
please visit this page to read about our offering and requirements.
We are also looking for joint veture partners in Austria, Belgium,
Denmark, Finland, France, Germany, Greece, Italy, Luxembourg, Netherlands,
Norway, Spain, and Sweden, and all major markets around the world.
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Brian D. Orton, VP Kibble Prentice
Brian Orton is Vice President and an Investment Consultant in the
Private Asset Management group of Kibble & Prentice, located
in the heart of downtown Seattle. Kibble & Prentice is a 36
year old financial services corporation with nearly 300 employees
focused on all aspects of wealth management. Brian Orton has over
fifteen years experience working with high net worth individuals,
families, professional athletes, celebrities, and corporations
in asset management as well as financial planning. He has clients
in locations ranging from Washington State to Hawaii to Florida.
Kibble & Prentice has over $2.0 billion dollars in assets under
management, is one of Charles Schwab largest West Coast institutional
advisors, and is strong proponents of passive investment management
strategies, DFA funds, and investment planning that creates tax-efficiency
for their clients.
Brian Orton can be reached directly by calling (206) 676-5683,
or you can email him at brian.orton@kpcom.com.
Kibble & Prentice’s website can be viewed at www.kpcom.com. |
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Thomas L. Kirk, CPA, PFS and Tim Armstrong
CPA Wealth
Management Services
Tom Kirk is President and Chief Executive Officer of CPA Wealth
Management Services, 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@cpawms.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. |
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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. |
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Ferguson Asset
Management, Inc.
John Ferguson has over 25 years experience
as a fee only investment advisor. He earned his CFP designation
in 1987 and was designated a Certified Investment Management
Analyst (CIMA) by the Investment Management Consultants
Association in 1993. He has been an investment analyst
and a regional division manager of a major NYSE member
firm. His firm specializes in matching the returns clients
need with the risk they can afford. He has been a frequent
television commentator and is an approved Dimensional
Fund advisor. His interests include Rotary International
and Sailing. |
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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 , the Financial
Planning Association and the Alliance
of Cambridge Advisors . 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.
1816 West Point Pike, Suite
128
Lansdale, PA 19446
(866) 404 – 8022 or (215) 325 – 1595
email: info@BroadhurstFinancial.com
Complete information is available at: www.BroadhurstFinancial.com |
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| Current IFA Network Members: |
Kibble
& Prentice
Seattle, Washington |
CPA Wealth Management
Services
Melbourne, Florida |
Liberty
Capital Management
Santa Ana, California |
| Ferguson Asset
Management, Potomac, MD |
Broadhurst
Financial Advisors, Inc.
Philadelphia, PA |
De
Thomas Financial Corp.
Windsor, Ontario Canada
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Thornhill
Securities
Austin, TX
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DiNuzzo
Investment Advisors, Inc.
Beaver, PA |
ORRGROUP
Orlando, FL |
Preservation
Financial Partners, Inc
Charlotte, NC |
| In the United Kingdom, visit Bloomsbury
Financial |
To sign up please click
here. |
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Michael J. Hill
De
Thomas Financial Corp.
Please note that this network member is for Canadian investors
only.
Michael J. Hill, CIM, CFP is a Branch Manager for De Thomas
Financial Corp. in Windsor, Ontario Canada. De Thomas Financial
Corp. was one of Canada's first index-based, no load investment
firms, developing the concept for Canadian investors in 1989.
We are fiercely independent. We have no in-house products
nor are we beholding to any investment company, bank or mutual
fund company.
Investors, in many cases will act irrationally and without
proper thought. Our goal and role as advisors is to keep clients
thinking clearly and help guide them on the proper path to
financial wealth. This does not mean staying put, but rather
understanding how markets and investors act and react, and
keeping you the client on track to your goals. We will not
only advise, but also provide you with the research and data
which prove our investing guidelines and strategies. The more
you know and understand what we do, the more you'll want to
work with us.
Investing is neither art not craft. Investing must be based
upon a solid academic foundation of tested results and risk-adjusted
portfolio allocation. Our exclusive "Wealth Mapping" matches
client risk and rewards with proper efficient market based
index-type portfolios to reduce costs, increase returns and
decrease overall market risk.
Please take time to visit our website below to fully understand
our efficient market, fee based investing concepts.
Michael can be reached at 1-519-973-5719 and at mjh@dethomaswindsor.com or
on the web at: www.dethomaswindsor.com |
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Gabe Thornhill, CFA
Gabe Thornhill has over ten years of investment management
experience. During that time he worked with JP Morgan
Investment Management as an analyst and portfolio manager. Ultimately,
he co-managed two small-cap portfolios totaling $1.8 billion. He
also worked for a $1 billion Houston based hedge fund as
a quantitative analyst for equity strategies. He is
a Chartered Financial Analyst and earned an MBA and BBA from
the University of Texas.
Email: gabe@thornhillsecurities.com
Phone: 512-472-7171
Website: www.thornhillsecurities.com |
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P.J. DiNuzzo, CPA/PFS, MSTx, MBA, NAPFA-RFA President,
Founder, Chief Investment Officer
Founded in 1989 by P.J. DiNuzzo, DiNuzzo Investment Advisors,
Inc. is a comprehensive wealth management firm managing over
$200 million. We have four lead advisors and eight team members
serving our family of clients. Please visit our website to
learn more regarding our organization.
Email: chartman@dinuzzo.com
Toll free phone number: 1-877-728-6564
Website: www.dinuzzo.com |
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Andrew C. Orr, CFP, CLU, ChFC, AIF is president
of ORRGROUP Financial Planning, Education, and Advice.
The ORRGROUP provides comprehensive fee-only financial
planning and financial education services to individuals and
businesses. Headquartered in Orlando, Florida, ORRGROUP staff
are committed to unbiased and affordable fee-only financial
planning services. To that end, led by Andrew Orr, the Founder
and President, ORRGROUP provides educational workshops, retirement
planning services, and individual planning and advisory services.
Andrew Orr graduated from Florida State University in Tallahassee
Florida.
One of the most experienced advisors in Central Florida, Andrew
Orr has a board certification in Financial Planning and a designation
of CERTIFIED FINANCIAL PLANNER (CFP), from the CFP Board
of Standards in Denver, CO. In addition, Andrew Orr has earned
the Accredited Investment Fiduciary (AIF) accreditation from
the Center for Fiduciary Studies, which awards the AIF to advisers
who employ the highest standards of care, fiduciary standards,
in the carrying out of their investment management and financial
planning responsibilities. And the American College in Bryn
Mawr, PA has given Andrew Orr the joint professional designations
of Chartered Life Underwriter (CLU) and Chartered Financial
Consultant (ChFC), specifying an expertise in the insurance
field.
You can contact Andrew Orr at the ORRGROUP office at 321-332-7179.
Email: andrew@orrgroup.com
Website: http://www.orrgroup.com/ |
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Charles A. Tony Treece
Charles A. "Tony" Treece is founder, Chief Executive
Officer (CEO), and President of Preservation Financial Partners,
Inc. ® (Preservation®). Mr. Treece is also the
firm's Chief Investment Officer. Tony graduated from
Hyles Anderson University in Crown Point, Indiana with a Bachelor
of Science Degree in 1983. He majored in Pastoral Theology
while at Hyles Anderson University. In 1983, Tony was
ordained by the First Baptist Church in Hammond, Indiana by
the late Dr. Jack Hyles. Because of Tony's Christian
beliefs in The Golden Rule, the Lord led Tony in 1984 to found
Preservation Financial Partners, Inc®. (Preservation®).
Preservation® had and continues to have an ongoing crusade
to open the eyes of thousands of American Investors to the many
financial secrets of Wall Street: The secrets
that we feel that Wall Street would prefer for American Investors
not to know.
If your main concern is getting the most out of your money
without sacrificing financial security, Tony will teach you
through www.usapfp.com,
public seminars, and private workshops about how the "smart
money" - more than $4 trillion of pensions and
institutional funds -invests. Tony coaches
individuals, families, businesses and institutions as a Fee
Only Wealth Coach in the protection and empowerment
of their True Wealth - human, intellectual, civic and financial
assets - thus providing greater clarity, balance, focus, and
confidence.
Tony cuts through the financial propaganda to provide a clear,
simple, easy-to-follow road map that will show you exactly
how your assets should be invested, using one of America's
Top Institutional Fund Companies known as Dimensional
Fund Advisors. He explains how to assess
risk and allocate assets so that your portfolio is tailored
precisely for you.
Please take time to visit our website to fully understand
our Fee Only Investment Advisory Concepts. Tony
can be reached at 1-866-717-4848 or by email at info@usapfp.com or
on the web at www.usapfp.com. |
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In UK, see Bloomsbury |
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