A complete list of active advisors currently associated with Broadhurst Financial Advisors, Inc.

Warmer can help you find a great advisor at Broadhurst Financial Advisors, Inc. or one who fits your needs even better.

Broadhurst Financial Advisors provides wealth management, investment consulting and advanced planning primarily for affluent individuals and families, and will occasionally advise endowments and other 501(c)(3) organizations. The firm advises clients with a suggested account minimum of $3 million and offers consultative services around retirement, tax planning, estate transfer and employee benefit reviews. The firm’s investment approach emphasizes low-cost, passive asset-class funds (including use of institutional Dimensional funds) and direct indexing in taxable accounts to enhance tax efficiency and enable systematic tax-loss harvesting. Advisory discretion is narrowly limited to periodic rebalancing and opportunistic tax-loss harvesting, and the firm states it absorbs trading costs charged by custodians on client trades. Compared with many single-advisor independents, Broadhurst manages a relatively large pool of assets for its size (over $100 million across fewer than 100 clients) and maintains a documented succession arrangement with another registered adviser to support continuity. It also periodically recommends alternative, direct-subscription investments for accredited clients as part of tax-mitigation strategies (with a one-time administrative fee) and is approved to use institutional-only fund platforms that are not universally accessible to retail investors.

To learn more about the advisors currently working at Broadhurst Financial Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.