At Broadhurst Financial Advisors, helping our clients meet their financial goals is a commitment we take seriously. We believe that we offer an unmatched combination of comprehensive service, high ethical principles and investment management that is based on the best science available.
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:
Broadhurst financial plans are created by our advisors in partnership with highly regarded outside experts. Our plans reflect a depth of knowledge—in financial analysis, asset management, risk management, tax and estate law—that few can match.
At the heart of the process is a deep and ongoing relationship with those we serve. We work closely and attentively with our clients throughout our relationship—from developing customized plans to monitoring and fine-tuning them over the years.
Your wealth and your financial goals: They are too important to jeopardize with investing that's based in hype and speculation. At Broadhurst, we insist on an approach that is firmly grounded in science.
Using low-cost, tax efficient investments, we create portfolios that harness cutting–edge research to capture asset-class returns while minimizing portfolio risk. Broadhurst is proud to be among the select firms approved by Dimensional Fund Advisors to give clients access to their passive funds. Please see our "Investment Consulting" page for more details on our investing philosophy and approach.
It's an unfortunate fact that some in the financial industry have abused their knowledge and authority for personal gain. We believe that, now more than ever, financial advisors' motives and actions should be utterly above reproach.
At Broadhurst, we have chosen to adhere to a fiduciary standard of client care: Simply put, we are legally bound to act in our clients' best interests at all times. To help ensure that our advice is unbiased, we refuse to sell any financial product. Our guidance is aimed at helping our clients to successfully reach their goals—period.
Where will your retirement income come from? For most people, it comes from a combination of employer retirement plans, IRAs, Social Security, brokerage assets and personal savings. All of these will play a role in your financial independence. However, how do you know which to use first and which to defer for later use? After we explore your needs for retirement and estimate the cash flow you require, a thoughtful approach involves knowing the tax implications of withdrawing from each source, as well as maximizing the long term growth of your potential retirement-income sources. We help clients minimize taxes and maximize growth.