Jeffrey Broadhurst
CFP®, CFA®, MBA
Broadhurst Financial Advisors, Inc.
Senior Financial Advisor
Jeffrey Broadhurst
CFP®, CFA®, MBA
Broadhurst Financial Advisors, Inc.
Senior Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jeffrey Broadhurst, CFP®, CFA®, MBA
Fee-Only Planner serving business owners and affluent families with intergenerational wealth management strategies, tax reduction and risk reduction planning, and personalized service.
Jeffrey Broadhurst is a West Point, PA fee-only financial planner. Broadhurst Financial Advisors, Inc. provides comprehensive and objective financial planning to help business owners and retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeffrey Broadhurst is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
You will work directly with the founder of Broadhurst Financial Advisors. Jeff Broadhurst is a Chartered Financial Analyst (CFA) charterholder and a Certified Financial Planner® (CFP®) certificant. He is a NAPFA Registered Advisor (NAPFA-RA). Jeff held the Pennsylvania License for Life, Health and Disability Insurance, but does not sell insurance. He is FINRA Series 65 Registered Investment Advisor licensed.
Jeff holds an M.B.A. in Banking and Finance from Case Western Reserve University, magna cum laude. He began his career in the field of mining, earning his bachelor's degree engineering from The Queen's University at Kingston, Ontario, Canada.
Jeff Broadhurst provides clients with investment advisory, financial planning, and wealth management services. He has been advising clients on financial matters since 1999. Jeff has provided independent advisory services at Broadhurst Financial Advisors since 2004. Prior to forming Broadhurst Financial Advisors, Jeff has worked at Standard & Poor's credit rating agency in New York City where he was part of the investment services group. He measured and compared fund managers using both qualitative and quantitative measures, helped produce the SPIVA report and evaluated structured product managers. Prior to S&P, Jeff worked with Dresdner Kleinwort Wasserstein, the investment banking subsidiary of Dresdner Bank AG. He provided counterparty credit risk analysis and debt capital markets expertise. Jeff Broadhurst started his engineering career in positions at Ingersoll-Rand Canada and Minerals Technologies, Inc.
Jeffrey Broadhurst is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Broadhurst Financial Advisors is an independent, fee-only Registered Investment Advisor company offering wealth management and financial planning advice. Broadhurst Financial offers comprehensive financial planning to successful individuals and families. Planning clients range from business owners to executives and our investment advisory clients also include corporations, foundations and endowments.
We help business owners and senior-level executives analyze their current financial situation and address their unique challenges. Using a client-centered, consultative process, we work with a team of experts to design customized solutions. This is an ongoing process we call "Wealth Management". We work with only select clients for whom we can have a tremendous impact.
Call us at 215-325-1595 if you would like to schedule a Discovery Meeting to explore if we might be the right firm to help you.
A typical client would have at least $1m net investable assets. We do not accept commissions from products we recommend. Our annual wealth management average fee is 1%. Your actual fee depends upon assets under management. Our fee schedule starts at 1.25% and decreases to 0.5% as your asset levels increase. Fees are billed quarterly in advance and are refundable if you cease to be a client. Quarterly minimum fees are $2500.
For clients not needing the comprehensive financial planning aspects of wealth management, investment management only may be offered through our relationship with Index Funds Advisors. At IFA, we help clients with at least $100,000 invest in a risk-appropriate, globally diversified, tax-efficient portfolio of low-cost DFA funds.
2nd Opinion Service from a Fee-Only Advisor (HD)
Why use an Independent Wealth Manager - Jeff Broadhurst, MBA, CFA, CFP explains why it matters (HD)
About Broadhurst Financial Advisors, Inc.
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Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jeffrey Broadhurst is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jeffrey Broadhurst is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jeffrey Broadhurst is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Jeffrey Broadhurst is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Broadhurst Financial Advisors, Inc. is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Jeffrey Broadhurst
Office Locations:
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1911 West Point Pike
Suite 301
West Point, PA 19486-0301
