Troy Bennett

Mr. Bennett provides financial management and investment advisory services to corporations and individuals, and consulting and investment advisory services to company retirement plans. Troy combines his investment strategies with client’s tax considerations.


Investment Advisory Services - Financial Planning - Estate Tax Planning - Comprehensive Financial Analysis - Comprehensive Portfolio Analysis


Fee Based Brokerage Accounts - IRA - Roth IRA - Rollover IRA - SEP IRA - SIMPLE - Individual 401(k)


401(k) - 403(b) - Defined Benefit Pension Plans


Annuity and Life Insurance Analysis and Counseling

Student Loan and Mortgage Debt Counseling







4497 Brownridge Terrace

Suite 108

Medford, OR 97504




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Our Financial Org # is 5HQ

Beauty. Dreams. A Future.


Troy is located at 4497 Brownridge Terrace, Suite 108, in Medford, OR. Troy and his wife Jeannie grew up in Southern Oregon and returned in their late 20's to raise their son in the Rogue Valley's Mediterranean climate, small town atmosphere, quality public schools and close proximity to the natural beauty of the surrounding Cascade Mountains.

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Registered Representative offering securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and investment advisor. Member FINRA & SIPC. OSJ Branch: 12671 High Bluff Dr., Suite 200, San Diego, CA 92130. Licensed to sell securities in the following states: AK, CA, OR, WA, DE

Troy Bennett does not provide tax or legal advice.  We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.

No investment process is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment.  There is no guarantee that our investment processes will be profitable.

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites.