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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.
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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. |
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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 |
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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 3 grandchildren.
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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
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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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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 |
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| 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
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| 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 |
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To sign up please click
here.
Sign Up to be an International Network Member |