$1.2B+
Assets Under Management
2,000+
Clients
37
Advisors
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.
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.
Where We Are
Independence Square Advisors is an SEC Registered Investment Advisor serving clients across the country.
Latest News & Insights
Weekly Market Commentary 10/13/25
Weekly Market Commentary October 13, 2025 The Markets Filling the data void. Ancient Greek Philosopher Aristotle theorized that nature abhors a void and fills it. Anyone who has ever cleared a garden patch and delayed planting understands...
Weekly Market Commentary 10/6/25
Weekly Market Commentary October 06, 2025 The Markets It was a stellar quarter for investors. The last three months have delivered stock market gains amid signs the economy might not be doing as well as previously thought. Here’s what we...
Weekly Market Commentary 9/29/25
Weekly Market Commentary September 29, 2025 The Markets The economy is all right. Last week, revised economic figures showed the United States economy grew faster from April through June than previously thought. The upward revision was primarily...
Maybe we should all be following the Japan model on homelessness. The top 5 countries have high populations and are developed countries. Japan has a high population and is developed. Yet, they have a low homelessness rate.
Keep an eye on this as an early indication for the consumer. While this is coming off very historical lows, it cannot be ignored. Rates coming down can help this significantly.
After Friday's heavy selloff, it was violent enough to trigger sell signals over the next 3-4 weeks for equities, esp the US.
Q3 expectations are in for the S&P 500 and the sectors.
After the early year volatility (especially with April sending you for a whirlwind), volatility has been quiet.
