Jeff Broadhurst / Financial Advisor in Lansdale, Pennsylvania

Jeff Broadhurst is a Philadelphia, PA Fee-Only Financial Planner serving the eastern PA area. Broadhurst Financial Advisors, Inc. specializes in comprehensive wealth management, estate planning, tax planning and retirement planning. Jeffrey Broadhurst is a NAPFA-Registered Financial Advisor, a CHARTERED FINANCIAL ANALYST (CFA) Professional, and a CERTIFIED FINANCIAL PLANNER™ (CFP) Professional.

We help business owners and senior-level executives identify their current financial situation and address their unique challenges. Using a client-centered, consultative process, we work with a team of experts to design customized solutions. This is an ongoing process we call "Wealth Management". We only work with clients for whom we can have a tremendous impact. A typical client would have at least $1m net investable assets. Call us at if you would like to schedule a Discovery Meeting to explore if we might be the right firm to help you.

Specialties

401K Consulting 401k Rollover 403B Plans Advisory And Investment Management Alternative Investment Strategies Asset Protection Business Owners Cash Management & Budgeting Certified Financial Planner CFA CFP ® CFP® Charitable Planning College Planning Comprehensive Financial Planning CPA Debt Management Disability Income & Long Term Care Insurance Divorce Planning Education Planning Education Planning- Fee-Only Estate Planning ETFs Experienced Family Financial Planning Fee Only Fee-Only Fiduciary Fiduciary Advisor Financial Advisor Financial Life Planning Financial Planner Financial Planning Financial Planning Advice And Services Financial Planning Association Member Financial Planning For Women Goal Planning High Net Worth Planning Income Tax Planning Independent Investment Advisor Inter-generational Wealth Planning International Financial Planning Investment Advice Investment Advisory Investment Consulting Investment Management Investment Planning Investment Policy Statements Investment Review And Planning. Investment Services Investments IRA Job Transition Coaching Legacy Planning Life Insurance MBA Member Of NAPFA Mutual Funds NAPFA Member Passive Investment Strategies Personalized Investment Management And Advice Portfolio Management Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Retirement Planning & Investing Retirement Planning Advice And Services Retirement Planning. Retirement Scenario Planning Retirement Solutions & Planning Rollover Of 401k Or IRA Rollovers Roth IRA Socially Responsible Investments Special Needs Planning Specialize In Retirement Planning And Retirement Distribution Stock Options Stocks Strategic Tax Planning Sustainability Tax Planning Team Approach Wealth Management Women's Issues Young Investors