Advisor Network

Index Fund Advisors Promoters

The IFA Promoters are a select group of financial advisors that refer clients to IFA and receive a portion of the advisory fee that IFA charges the referred client.

These advisors are reviewed and approved by IFA management prior to signing an agreement to participate in the promoter program. If you would like to participate in the IFA promoter program, please contact IFA's President, Wes Long.

Promoters

Jeffrey B. Broadhurst

Broadhurst Financial Advisors, Inc.

Jeffrey B. Broadhurst, MBA, CFA, CFP

President, Broadhurst Financial Advisors

Located near Philadelphia, Broadhurst Financial Advisors is an independent, fee-only investment advisor offering comprehensive financial, tax and investment solutions 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 Queen's University (Canada). Broadhurst Financial is a member of NAPFA, the CFA Institute and the Financial Planning Association.

To see a 4-minute video, click on: Video Brochure

Email
[email protected]
Phone
(866) 404-8022 or (215) 325-1595
Address
1911 West Point Pike, Suite 301, P.O. Box 301, West Point, PA 19486-0301 USA
Website
www.BroadhurstFinancial.com

Irontree Wealth Management

Nickolas Simoneau

President, Advisor

Established in August 2013, Irontree Wealth Management is a registered investment advisory practice dedicated to the purpose of improving the economies of my friends, family, colleagues and community. Independence provides for the closest advisor-client relationship with the fewest conflicts or contradictions. At Irontree, we are free to offer candid advice, free to offer unbiased opinions, and free to offer exemplary service.

It is my singular hope that you find in your own life's pursuits a happiness equal to that which I've found within the wonderful field of economics.

Nick has nearly 15 years experience assisting clients in a variety of roles within the realm of financial services. Adept at eliminating the unneeded, Nick lays bare the complicated mantras of the investment world to reveal the beautiful simplicity inherit in the markets. He is located in the heart of America, just an hour south of Chicago. When not working, he is happily raising his five boys Jude, Rush, Penn, Gabe & Cree alongside his wife Samantha.

Email
[email protected]
Phone
(815) 348-7802
Website
www.irontreeindex.com

Finesse Funds LLC

Ken Ransford