WELCOME TO
INDEPENDENCE SQUARE
WE INVEST IN YOU
$1.8B+
Assets Under Management
2,800+
Clients
37
Advisors
Wealth Management
Whether you’re saving for retirement, growing a business, or managing a significant life event, our advisors provide comprehensive wealth management and financial planning tailored to your goals.
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. We walk our clients through the complex insurance landscape.
Our mission is simple; support yours.
We work with individual investors, business owners, and independent financial advisors nationwide so our clients can spend less time managing their finances and more time doing what they love.
Latest News & Insights
Zachary Mineur in GOBankingRates: What Retirement Savers Should Consider Before Buying ETFs
Do ETFs belong in a retirement account? Zachary Mineur, CFA, CFP® in GOBankingRates | April 2026 With U.S.-listed ETFs holding more than $14 trillion in assets as of early 2026, exchange-traded funds have become one of the most popular investment…
Zachary Mineur in MarketWatch: The Questions You Should Be Asking Before You Retire
How much money do you actually need to retire comfortably? Zachary Mineur, CFA, CFP® in MarketWatch | April 2026 Four in 10 Americans say “how much money will I need to retire comfortably?” is their top question about retirement planning…
Q2 2026 Market Outlook: Into the Fire Swamp
Markets, Oil, and the Opportunities Hidden in the Chaos by Zachary Mineur, CFA, CFP®, Chief Investment Officer at Independence Square Advisors Buttercup: [worried] “We’ll never survive!” Westley: [confident] Nonsense! You’re only saying that because no one ever has. Into the…
Weekly Market Commentary April 6th, 2026
Weekly Market Commentary April 06, 2026 The Markets The first three months of 2026 felt a bit like summer school. In summer school, students learn a lot in a short amount of time. A normal semester gives students about 15…
Where We Are
Independence Square Advisors is an SEC Registered Investment Advisor serving clients across the country.
Semi's are on an absolute tear.
It's a mixed bag for calendar year returns after the 1st 60 days of trading when returns are poor. Flip a coin. Given it's the midterms this year - it will be even more tricky.
The South is gaining more and more Wealth while the North is struggling to keep Wealth (with the exception of out West).
Efficiency from Amazon is at the forefront.
The US is leading the new race to space.
