Jeff Broadhurst is a wealth manager at Broadhurst Financial Advisors, Inc. He focuses on providing wealth management solutions to business owners and family stewards. Together with his partners, he helps affluent clients address their five biggest concerns: 1. preserving their wealth2. mitigating taxes3. taking care of their heirs4. ensuring their assets are not unjustly taken5. charitable giving.Jeff founded Broadhurst Financial Advisors in 2004 and serves about 40 clients who have entrusted him more than $75 million in assets. He uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply investments.Successful individuals and families work with Jeff to:* Develop and implement a comprehensive wealth management plan to help them reach their financial goals.* Make smarter decisions in today’s uncertain political, economic and social environment. * Obtain an independent second opinion from a top financial advisor in their community.Jeff is a widely recognized leader in the Philadelphia financial advisor community, served on the local and regional NAPFA board along with other advisory associations. He has written a white paper on making Informed Investment decisions that is available to you. Jeff is a strong advocate for a fiduciary standard among financial advisors.Before starting Broadhurst Financial Advisors, Inc. in 2004, Mr. Broadhurst worked at Standard & Poor’s rating agency in New York City. While there, Mr. Broadhurst was part of the Investment Services group and evaluated fund managers using both qualitative and quantitative measures. Prior to S&P, Mr. Broadhurst was with Dresdner Kleinwort Wasserstein, the investment banking subsidiary of Dresdner Bank AG.Specialties: Broadhurst Financial Advisors is an independent, Fee-Only, Registered Investment Advisor offering comprehensive wealth management services.Broadhurst Financial Advisors also offers portfolio management services to institutions. For all our clients, we construct risk-appropriate, globally-diversified, tax-efficient portfolio of low-cost index funds. We are approved to use the institutional asset class, passive funds from Dimensional Fund Advisors (DFA).