What We Do
Wealth Management
Whether you are saving for retirement, growing a business, or managing a windfall, an Independence Square Advisor’s consultant has the resources to help you navigate all of life’s financial currents
Retirement Plan Consulting
On your 401(k), 403(b), or Defined Benefit Plan, we act as a consultant versus that of a traditional broker, and can sign on as an investment co-fiduciary to your company’s retirement plan.
Insurance Protection
Being prepared for unforeseen events with adequate insurance is an important part of any financial plan, and we walk with our clients through the complex insurance landscape.
Who We Are
"Work Less, Live More."
Our mission is simple; support yours. We work with individual investors, business owners, and independent financial advisors across the country so that they can spend less time working and more time doing what they love.
Who We Serve
Investors
We work with investors in all stages of wealth building. From educating young savers on the basics to guiding business owners through complex challenges, our professionals have the knowledge and resources at hand to navigate you through all of life’s financial currents.
Advisors
Independence doesn’t mean alone. Our advisors have the freedom to run their business their way backed by big-firm resources. Schedule a confidential introduction with us now.
Where We Are
Independence Square Advisors is an SEC Registered Investment Advisor serving clients across the country.
Latest News & Insights
Weekly Market Commentary 3/25/24
Weekly Market Commentary March 25, 2024 The Markets The central banks have spoken. No one expected the United States Federal Reserve to announce a rate change last week – and it didn’t. But Fed Chair Jerome Powell’s...
Weekly Market Commentary 3/18/24
Weekly Market Commentary March 18, 2024 The Markets Here’s the tea on stock markets and presidential elections. Last week, a slew of headlines mentioned stock market bubbles and frothy valuations. The implication was that markets might be...
Weekly Market Commentary 3/11/24
Weekly Market Commentary March 11, 2024 The Markets The week got off to a good start… In testimony before House and Senate committees, Federal Reserve (Fed) Chair Jerome Powell noted that prices had been falling and unemployment rates remained quite...
The infrastructure revolution needs to happen soon because our aging infrastructure is a risk to the entire country.
More EV cars on the road but plummeting prices?! Great for the consumer, not great for the producer.
The stock market took all the headlines in 2022 with the S&P down 18-20%, the Nasdaq down 35%, but the housing market took it on the chin with a 20% decline from it's peak in 2022 until right about now. Could this be the reason why the Fed is lowering rates?
Energy has been on that type of run again. 2nd best performing sector in the S&P this year. @bespokeinvest
Well corporate pensions are getting back to fully funded. But on the scary side, public pensions have a LONG way to go.
