About

About me

Jeffrey B. Broadhurst, MBA, CFA, CFP®

Private Wealth Management for Business Owners and Retirees

What I do

CEO / Portfolio Manager

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Chartered Financial Advisor CFA and Certified Financial Planner CFP

Meet Your Advisor

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 holds a Pennsylvania License for Life, Health and Disability Insurance as well as a NASD License – Series 65.

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.

Our Expert Team

Every member of the expert team has an exceptionally high level of education and experience. CPAs, JDs, M.Tax and other credentials are common among our team of experts.  Dedicated to the science of economics and financial services, they continuously study developments in economics, taxation, investing, and wealth management to ensure we are providing advice based on the most advanced knowledge. They apply this knowledge to advance the interests of our clients and the client's best interest is our highest priority in all advice we give. Every member of our team commits to this pledge, as well as our belief that fulfilling this pledge is the primary duty of our firm.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Phone:
    (215) 325-1595
  • E-Mail:
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