Ocala, FL Office

Matthew Buckman is a Series 66-licensed financial advisor at Independent Financial Partners with eight years of industry experience. He previously worked at Raymond James and Associates and Northwestern Mutual. Buckman is also an agent with Crump Life Insurance Services, focusing on the sales and service of life, disability income, and long-term care insurance. Independent Financial Partners is a nationwide enterprise supporting a multi-advisor platform with over 260 advisors and more than $12.5 billion in assets under management. The firm offers decentralized investment advisory, financial planning, trust, and retirement-plan services, including specialized retirement-plan advisory and pension consulting capabilities.

Brandon Roberts is a financial advisor with Independent Financial Partners in Ocala, FL, holding the CFP®, CFA®, and Series 66 designations. He has 13 years of industry experience, including prior roles at Raymond James & Associates and Morgan Stanley. Outside of finance, he is a business owner involved in operating Stirling Food Systems, a cooking oil distribution company in Florida. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model with a notable focus on retirement-plan consulting and formal compliance processes, serving a broad client base including individual, charitable, corporate, and high-net-worth clients.