Financial Advisor in Lansdale, Pennsylvania
Personal Bio
True wealth management involves more than just a financial plan or an investment portfolio. It requires coordinating all the aspects of your financial life in order to achieve the life goals you want as efficiently and quickly as possible. That’s why we’ve developed a “Total Wealth Management” approach that encompasses:
Financial planning
Tax planning
Estate planning
Risk management
Charitable giving
Firm Name
Broadhurst Financial Advisors, Inc.
Firm Bio
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.
Advisor Type
RIA - Jeffrey Broadhurst
Firm License #
132332
Research this Firm: Please visit this Firm's respective State Board of Accountancy website for additional information.
Advisor License #
3267399
Research this Advisor: Please visit this Advisor's respective State Board of Accountancy website for additional information.
Disclaimer
This brochure provides information about the qualifications and business practices of Broadhurst Financial Advisors, Inc. If you have any questions about the contents of this brochure, please contact us at (215) 325-1595 or info@BroadhurstFinancial.com. The information in this brochure
has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.
Additional information about Broadhurst Financial Advisors, Inc. is also available on the SEC’s website at www.adviserinfo.sec.gov. The searchable IARD/CRD number for Broadhurst Financial Advisors, Inc. is 132332.
Broadhurst Financial Advisors, Inc. is a Registered Investment Adviser. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.
