Print
PDF

Affiliations

Broadhurst Financial Advisors is proudly associated with five of the most well-respected organizations within the financial advisory industry, including:

The National Association of Personal Financial Advisors is the country's leading professional association of Fee-Only financial advisors. Members include highly trained professionals who are committed to working in the best interests of those they serve without the conflict of interest inherent in selling financial products for commissions. Since 1983, NAPFA has admitted select financial professionals who meet the highest standards for professional competency, client-focused financial planning, and Fee-Only compensation.


Dimensional Fund Advisors allows select advisory firms, including Broadhurst Financial, to provide clients access to their highly regarded family of passive investment funds. Dimensional has more than $283 billion under management as of 31 March 2013. Its mutual funds are not offered directly to the public, but only to institutional investors and through approved fee-only Registered Investment Advisors.The global firm's directors and executives include Nobel Prize laureates and leading economists such as Myron Scholes, Robert C. Merton, Eugene Fama and Kenneth French.


The CFA Institute is the global association of investment professionals that sets the standard for professional excellence, champions ethical behavior in investment markets and is a respected source of knowledge in the global investmentcommunity. The Chartered Financial Analyst CFA®designation is known as the industry's most difficult credential to attain and serves as the gold standard for financial advisors.


The Certified Financial Planner CFP®designation is highly regarded in the personal financial advice industry. It requires extensive training and experience and is a recognized standard of excellence for competent and ethical personal financial planners.


The Financial Planning Association is the largest membership organization for personal financial planning professionalsin the U.S.. FPA members adhere to high standards of professional competence, ethical conduct and clear, complete disclosure to those they serve.