Index Funds Advisors 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.

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.
   
Brian Orton

Brian D. Orton, VP Kibble Prentice

Brian Orton is Vice President and an Investment Consultant in the Private Asset Management group of Kibble & Prentice, located in the heart of downtown Seattle. Kibble & Prentice is a 36 year old financial services corporation with nearly 300 employees focused on all aspects of wealth management. Brian Orton has over fifteen years experience working with high net worth individuals, families, professional athletes, celebrities, and corporations in asset management as well as financial planning. He has clients in locations ranging from Washington State to Hawaii to Florida. Kibble & Prentice has over $2.0 billion dollars in assets under management, is one of Charles Schwab largest West Coast institutional advisors, and is strong proponents of passive investment management strategies, DFA funds, and investment planning that creates tax-efficiency for their clients.

Brian Orton can be reached directly by calling (206) 676-5683, or you can email him at brian.orton@kpcom.com. Kibble & Prentice’s website can be viewed at www.kpcom.com.

 

 




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

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.
   

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.
 

 

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

 

 


Current IFA Network Members:
Kibble & Prentice
Seattle, Washington
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

Thornhill Securities
Austin, TX

DiNuzzo Investment Advisors, Inc.
Beaver, PA
ORRGROUP
Orlando, FL
Preservation Financial Partners, Inc
Charlotte, NC
In the United Kingdom, visit Bloomsbury Financial


To sign up please click here.

 


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

 

 

 



Gabe Thornhill, CFA

Gabe Thornhill has over ten years of investment management experience.  During that time he worked with JP Morgan Investment Management as an analyst and portfolio manager.  Ultimately, he co-managed two small-cap portfolios totaling $1.8 billion.  He also worked for a $1 billion Houston based hedge fund as a quantitative analyst for equity strategies.  He is a Chartered Financial Analyst and earned an MBA and BBA from the University of Texas.

Email:      gabe@thornhillsecurities.com
Phone:     512-472-7171
Website:  www.thornhillsecurities.com

 

 



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

 

 


Andrew C. Orr, CFP, CLU, ChFC, AIF is president of ORRGROUP Financial Planning, Education, and Advice.

The ORRGROUP provides comprehensive fee-only financial planning and financial education services to individuals and businesses. Headquartered in Orlando, Florida, ORRGROUP staff are committed to unbiased and affordable fee-only financial planning services. To that end, led by Andrew Orr, the Founder and President, ORRGROUP provides educational workshops, retirement planning services, and individual planning and advisory services. Andrew Orr graduated from Florida State University in Tallahassee Florida.

One of the most experienced advisors in Central Florida, Andrew Orr has a board certification in Financial Planning and a designation of CERTIFIED FINANCIAL PLANNER (CFP), from the CFP Board of Standards in Denver, CO. In addition, Andrew Orr has earned the Accredited Investment Fiduciary (AIF) accreditation from the Center for Fiduciary Studies, which awards the AIF to advisers who employ the highest standards of care, fiduciary standards, in the carrying out of their investment management and financial planning responsibilities. And the American College in Bryn Mawr, PA has given Andrew Orr the joint professional designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC), specifying an expertise in the insurance field. 

You can contact Andrew Orr at the ORRGROUP office at 321-332-7179.

Email: andrew@orrgroup.com
Website: http://www.orrgroup.com/

 

 

Charles A. Tony Treece

Charles A. "Tony" Treece is founder, Chief Executive Officer (CEO), and President of Preservation Financial Partners, Inc. ® (Preservation®).  Mr. Treece is also the firm's Chief Investment Officer.  Tony graduated from Hyles Anderson University in Crown Point, Indiana with a Bachelor of Science Degree in 1983.  He majored in Pastoral Theology while at Hyles Anderson University.  In 1983, Tony was ordained by the First Baptist Church in Hammond, Indiana by the late Dr. Jack Hyles.  Because of Tony's Christian beliefs in The Golden Rule, the Lord led Tony in 1984 to found Preservation Financial Partners, Inc®. (Preservation®).

Preservation® had and continues to have an ongoing crusade to open the eyes of thousands of American Investors to the many financial secrets of Wall Street:  The secrets that we feel that Wall Street would prefer for American Investors not to know. 

If your main concern is getting the most out of your money without sacrificing financial security, Tony will teach you through www.usapfp.com, public seminars, and private workshops about how the "smart money" - more than $4 trillion of pensions and institutional funds -invests.  Tony coaches individuals, families, businesses and institutions as a Fee Only Wealth Coach in the protection and empowerment of their True Wealth - human, intellectual, civic and financial assets - thus providing greater clarity, balance, focus, and confidence.

Tony cuts through the financial propaganda to provide a clear, simple, easy-to-follow road map that will show you exactly how your assets should be invested, using one of America's Top Institutional Fund Companies known as Dimensional Fund Advisors.   He explains how to assess risk and allocate assets so that your portfolio is tailored precisely for you.

Please take time to visit our website to fully understand our Fee Only Investment Advisory Concepts.  Tony can be reached at 1-866-717-4848 or by email at info@usapfp.com  or on the web at www.usapfp.com

 
 

 

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In UK, see Bloomsbury

 
 
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