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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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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: |
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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DiNuzzo
Investment Advisors, Inc.
Beaver, PA |
My Investment Portfolio
Coto De Caza, CA |
Finesse Funds LLC
Basalt, CO |
Pasadena Capital Management
Pasadena, CA |
Wealth Management Advisors, LLC
Tulsa, OK |
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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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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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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 2 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
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