Services

Solutions for Business Owners

Broadhurst Financial Advisors helps small business owners with cost effective 401(k) solutions.

A smart, low-cost 401(k) platform

We partner with The BAM Alliance to offer low-cost, best-of-breed qualified retirement programs. BAM Alliance represents the evolution of 401(k) plans. By returning the investment of retirement assets to professional advisors, our approach frees participants from the burden of constructing and monitoring their own portfolio and provides much-needed fiduciary protection to plan sponsors.  The plans invest in no-load, low-cost, passive asset class funds from Dimensional Fund Advisors (DFA).

Unparalleled excellence

With more than three decades of combined experience as advisors to 401(k) plans, and more than 20 combined years as Turnkey Asset Management Providers (TAMP), BAM Advisor Services and Capital Directions, LLC are uniquely qualified to deliver this 401(k) solution for investment advisors.Advisors Access is a service program of BAM Advisor Services, one of the nation's largest Turnkey Asset Management Providers for independent RIAs, with more than $14 billion in assets under administration. Advisors Access was developed, and is managed, by Capital Directions, LLC, an Atlanta-based Registered Investment Advisor with more than $900 million in assets under management.

Financial Advice

When you receive financial advice, it should be in your language—simple,
straightforward and clear. That's what we provide at Broadhurst Financial
Advisors, Inc. And our guidance is never swayed by commissions:
As a fee-only firm, our sole mission is to give you the best advice possible.

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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