Oregon, OH Office

Team
Updated today

Client AUM

$11,851,178,380

Clients

52,539

Advisors

2

Of 314 advisors across 166 offices

Location

715 S. Coy Rd., Suite A

Oregon OH 43616

Advisors at this office

2

Advisors at this office

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Nathan B

Series 66

Oregon, OH

Independent Financial Partners

Nathan Boyer is a financial advisor at Independent Financial Partners with a Series 66 designation and four years of industry experience. He has worked at IFP Securities LLC since 2021 and has been involved with Stirling Capital since 2013, where he serves as Director of Operations. In addition to his advisory role, Boyer owns Stirling Capital Tax & Accounting Services, which provides tax preparation and accounting. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving a broad client base and offers both individualized and centralized investment management options, with a notable focus on retirement-plan advisory and pension consulting services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Dustin A

Series 63, Series 65

Oregon, OH

Independent Financial Partners

Dustin Alexander is a financial advisor with Independent Financial Partners in Oregon, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has previously worked at LPL Financial and Voya Financial Advisors and has been associated with Stirling Capital for over a decade. Outside of his advisory role, Dustin volunteers as a teacher with FMT Solutions. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model with robust retirement-plan consulting capabilities, serving a diverse client base including individual, charitable, corporate, and high-net-worth clients.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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