Middletown, OH Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$11,851,178,380
ClientsTotal clients
52,539
AdvisorsAdvisors at this office
2
Of 314 advisors across 165 offices
Location
304 S Breiel Blvd
Middletown OH 45044
Advisors at this office
2
Advisors at this office
Steven W
CFP®, Series 63
Middletown, OH
Independent Financial partners
Steven Weinstein is a CFP® professional with 42 years of industry experience. He is currently affiliated with Independent Financial Partners, where he has worked since 2019. His prior experience includes roles at Securities America and LPL Financial. Outside of his advisory work, he is involved in insurance sales and operates Weinstein Financial Group, LLC, which provides advisory, brokerage, and insurance services. Independent Financial Partners is a nationwide firm serving individual, charitable, corporate, and high-net-worth clients through a network of approximately 261 advisors. The firm offers a decentralized advisory model with a focus on retirement-plan advisory and pension consulting services, supported by a comprehensive compliance and supervisory infrastructure.
Joshua W
CFP®, Series 65, Series 63
Middletown, OH
Independent Financial partners
Joshua Weinstein is a CFP® with 13 years of industry experience currently advising at Independent Financial Partners. He has worked at Securities America, Inc. and operated Weinstein Consulting before joining his current firm. Outside of his advisory role, he is involved with Weinstein Financial Group, an investment-related business focusing on insurance sales and financial planning. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers both individualized investment strategies and centralized asset management options, with a notable specialization in retirement-plan advisory and pension consulting.
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