Oldfield Wealth Partners

Alexander Briggs is a CFP® professional with two years of industry experience, currently serving at Ameritas Advisory Services, LLC. His prior roles include work with Ameritas Investment Company, LLC and Thompson Financial Group, where he is involved in insurance sales and financial advice. Outside of finance, he has held various positions including roles in education and landscaping. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Nathan Freeman is a financial advisor at Oldfield Wealth Partners with 20 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Raymond James Financial Services. Freeman is also involved in real estate development through ownership of a local real estate holding company. Oldfield Wealth Partners is an independent registered investment adviser managing approximately $101 million in assets, serving individual, high-net-worth, and select pension and profit-sharing plan clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and retirement account advice using a range of investment strategies and maintains a fiduciary standard.