$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 11/24/25
Weekly Market Commentary November 24, 2025 The Markets Uncertainty abounds. Investors were skittish last week. Share prices jolted higher and lower amid concerns about artificial intelligence (AI) data center spending, upcoming Federal Reserve rate decisions, and the strength of consumer…
Weekly Market Commentary 11/17/25
Weekly Market Commentary November 17, 2025 The Markets It was another turbulent week. Investors cheered the end of the shutdown, pondered strong third-quarter earnings, and questioned the artificial intelligence (AI) spending spree. Some reduced their exposure to risky assets, while…
Weekly Market Commentary 11/10/25
Weekly Market Commentary November 10, 2025 The Markets There were bearish undercurrents in the bullish sea. While there are many reasons to be optimistic about the long-term prospects for U.S. stocks, investor concerns about artificial intelligence (AI) spending and the…
Equity Flows are still rocking and rolling!!
There are lots of opinions out there (tariffs eating into the consumer pocket, businesses eating the cost, etc), but this shows business uncertainty is decreasing. Good for businesses and the consumer.
Thanksgiving Day essentials (food, alcohol, etc), has not increased much YoY.
The capex buildout for these guys sake better work out!
A little multiple compression for tech, and discretionary and re rating up for healthcare.
