Index Funds 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. If you are an investment advisor and interested in a network member license, please visit this page to read about our offering and requirements.

IFA 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 Investment 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 Investment 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 Investment Advisors, Inc. has numerously been ranked as one of the top 500 firms in the country, by various national publications and trade magazines.

DiNuzzo Investment 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 Investment 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

 

 


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

 

 

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



IFA 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 Investment Advisors, Inc.
Beaver, PA
Wealth Management Advisors, LLC
Tulsa, OK
Monsour Advisory Services
Roanoke, VA
Bradley Nuttall
Christchurch, New Zealand

 
Current IFA Solicitors:
Liberty Capital Management
Santa Ana, California
Broadhurst Financial Advisors, Inc.
Philadelphia, PA
My Investment Portfolio
Coto De Caza, CA
Finesse Funds LLC
Basalt, CO
Pasadena Capital Management
Pasadena, CA
 


To sign up please click here.

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