Network Members - Index Funds Advisors, Inc.

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.

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.


	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 , 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

Network Log In

Current IFA Network Members:

CPA Wealth Management Services
Melbourne, Florida

Liberty Capital Management
Santa Ana, California

Broadhurst Financial Advisors, Inc.
Philadelphia, PA

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

Pillar Index Advisors
Saratoga Springs, UT

To sign up please click here.

	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

	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 Michael Johnson is founder and President of Pillar Index Advisors, headquartered in Utah. Pillar is a fee-only money management firm focused on providing highly customized portfolios to help each client reach their unique goals. Pillar Index Advisors takes investor relationships seriously – we take the time to communicate and educate so clients have the tools at their disposal to make wise decisions. Prior to his career with Pillar Index Advisors, Michael was a Regional VP for Zacks Investment Management. He has also worked in capital raising as well as had previous experience as a partner in a money management firm and a trustee in a Utah-based community foundation. Michael has a BS in Accounting from Brigham Young University as well as an MBA from the Marriott School of Management at Brigham Young. Michael Johnson Pillar Index Advisors 212 East SR 73 Suite 130 Saratoga Springs, UT 84045 P: 801-358-3330 mike@pillarindex.com www.pillarindex.com

About

Backtested Performance Disclosures

FAQs

This site is for the use of clients and potential clients of Index Funds Advisors, Inc. and the IFA Network Members. It is not to be used by any other investment advisor or investment professional as an information/marketing materials source, asset allocator, risk capacity or risk tolerance assessment, or for any other purpose. If your financial advisor is using this site without a license from Index Funds Advisors, Inc., they are violating our copyright and their ethics are highly in question. The right to download, store and/or output any material on this internet site, or the Index Funds: The 12-Step Program for Active Investors eBook, is granted for viewing use only and this grant only applies to clients and potential clients of Index Funds Advisors, Inc. and the IFA Network Members. Reproduction or editing by any means, mechanical or electronic, in whole or in part, without the express written permission of Index Funds Advisors, Inc. is strictly prohibited and subject to prosecution under U.S. and International copyright and trademark laws.

DISCLAIMER: THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED INTERNET SITE. At certain places on this Index Funds Advisors Internet site, live 'links' to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Index Funds Advisors. Index Funds Advisors does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Index Funds Advisors.Your use of this site is acknowledgment that you have read and understood the full disclaimer. Past performance does not guarantee future results.

WARNING: Past performance does not guarantee future results. Investment returns and principal value will fluctuate, so that investors' shares, when sold, may be worth more or less than their original cost. Investing in any mutual fund, index or actively managed, does not guarantee that an investor will make money, avoid losing capital, or indicate that the investment is risk-free. Actively managed funds sometimes outperform index funds. You just don't know in advance which actively managed fund will outperform the appropriate index. Just because a mutual fund is an index mutual fund, it does not guarantee a performance superior to an actively managed mutual fund. There are no absolute guarantees in investing. When reviewing any backtested performance information on this internet site, please read the Disclosure for Backtested Performance Information (click here to read the Disclosure for Backtested Performance Information.)

Index Funds Advisors, Inc. — 19200 Von Karman Ave., Suite 150 — Irvine, CA 92612
Call Toll Free: 888-643-3133 — Local Phone: 949-502-0050 — Fax: 949-502-0048 — Email: info @ ifa . com
For several other offices and representative locations, see About Us.