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Broadhurst Financial Advisors, Inc.

EST. AUM
$128,435,308

CONTACTS
1

CLIENT ACCOUNTS
259

Firm Details

Metro area Montgomery
CRD Number 132332
Website broadhurstfinancial.com
Client types

Overview

Broadhurst Financial Advisors, Inc. is an independent, fee-only registered investment advisory firm headquartered in West Point, Pennsylvania. The firm focuses on comprehensive wealth management, investment management, tax advice, and financial planning. As a fiduciary, Broadhurst operates under a strict duty to act in clients’ best interests. Its approach emphasizes passive, scientifically grounded strategies using low-cost, tax-efficient investment vehicles, particularly Dimensional Fund Advisors (DFA) funds. The firm limits its client base to around 50 households to ensure personalized, high-impact service and does not engage in commission-based product sales .

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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