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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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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 |
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
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To sign up please click
here. |