About Jeffrey
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
Areas of focus
Credentials & background
Designations
Licenses
Education
Queen's University
Clients served
Regulatory
The firm
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.
1911 West Point Pike, Lansdale, PA 19446$128.4M assets under management