$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 8/25/25
Weekly Market Commentary August 25, 2025 The Markets Will the Fed lower rates? Last week, in a much-anticipated speech, Federal Reserve (Fed) Chair Jerome Powell said, “In the near term, risks to inflation are tilted to the upside, and risks...
Weekly Market Commentary 8/18/25
Weekly Market Commentary August 18, 2025 The Markets Was inflation higher, lower, or steady? Perspective has a tremendous influence on how we perceive the world around us. If you saw any three-dimensional chalk drawings on sidewalks this summer, you understand...
Weekly Market Commentary 8/11/25
Weekly Market Commentary August 11, 2025 The Markets U.S. companies have been hitting it out of the park! Earnings season happens four times every year. It’s the period of time when publicly traded companies report how they...
Will it be the same this time around with AI? Survival of the fittest.
Banks may not have the size of tech, but they sure help lead the way and makes the world go round and round. Money talks.
Smart money likes healthcare and industrials. They didn't like tech when it rebounded and missed out on that trade.
The alternative cases for fossil fuels are taking front and center as demand for fuel continues to plummet.
There's pockets of sellers markets out there. However, it is becoming and is now a buyers market out there. With rates coming down slowly, this could be a tailwind for the economy.
