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Jeffrey Broadhurst (BS, CFA, CFP®, MBA)

Jeffrey Broadhurst focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Jeff Broadhurst is a  Philadelphia, PA Fee-Only Financial Planner serving the eastern PA area.  Broadhurst Financial Advisors, Inc. specializes in comprehensive wealth management, estate planning, tax planning and retirement planning.  Jeffrey Broadhurst is a NAPFA-Registered Financial Advisor, a CHARTERED FINANCIAL ANALYST (CFA) Professional, and a CERTIFIED FINANCIAL PLANNER™ (CFP) Professional.
 
We help business owners and senior-level executives identify 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 only work with clients for whom we can have a tremendous impact. A typical client would have at least $1m net investable assets. 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.

Additional Information

In 2004 before starting Broadhurst Financial Advisors, Inc., Jeff worked at Standard & Poor’s rating agency in New York City. While there, he was part of the Investment Services Division and evaluated fund managers. Jeff observed that the markets are very efficient and nearly impossible to beat, with active managers routinely underperforming passive benchmarks. Before that he was with Dresdner Kleinwort Wasserstein, the investment banking subsidiary of Dresdner Bank AG. He worked directly on Wall Street in debt capital markets executing primary corporate bond transactions for U.S. based multi-national corporations.

BUSINESS BACKGROUND:
2004-present Broadhurst Financial Advisors, Inc. (President)
2003-2004 Registered Rep with Quest Capital Strategies, Inc. ; d.b.a. “Index Only Portfolios”
2002-2003 Standard &; Poor’s, Investment Services (Analyst of Fund Managers)
1999-2002 Dresdner Kleinwort Wasserstein (Investment Banker)
1997-1999 Case Western Reserve University, Weatherhead School of Business
1995-1998 Minerals Technologies, Inc. (Business Representative)
1993-1994 Ingersoll-Rand Canada, Inc. (Sales & Marketing)

FORMAL EDUCATION:
2006 Awarded the right to use the Certified Financial Planner (CFP) designation
2004 Awarded the right to use the Chartered Financial Analyst (CFA) designation
1999 M.B.A. Case Western Reserve University, Cleveland, Ohio & Finance major
1994 B.Sc. The Queen’s University at Kingston, Ontario, Canada & Engineering major

NAPFA Start Date

February 09, 2005

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1911 West Point Pike Suite 301 West Point, PA 19486 Phone: (215) 325-1595 Fax: (215) 853-2563
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