$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
Weekly Market Commentary – March 9, 2026
Weekly Market Commentary March 09, 2026 The Markets Energy disruptions, rising prices, and a weak jobs report cloud the economic outlook. It would take a lot more space than we have here to discuss everything that happened…
Zachary Mineur in MarketWatch: Choosing Between CDs, Bonds, and Money Markets
Zachary Mineur, CFA, CFP®, Chief Investment Officer of Independence Square Advisors, was quoted in MarketWatch Picks discussing who should — and shouldn’t — consider certificates of deposit in the current rate environment. Zach’s contribution offered a framework for matching savings…
Zachary Mineur in MarketWatch: Why Your Savings Strategy Should Start With Your Financial Goals
Zachary Mineur, CFA, CFP®, Chief Investment Officer of Independence Square Advisors, was quoted in MarketWatch discussing where savers are putting their money in early 2026. Zach’s contribution focused on purchasing power and financial planning: “The one place I never want…
Weekly Market Commentary — March 2, 2026
Weekly Market Commentary March 02, 2026 The Markets Artificial Intelligence (AI) is the new Industrial Revolution. Last week, market volatility reflected uncertainty about how artificial intelligence will reshape the economy. Early in the week, a report titled “The 2028…
Where We Are
Independence Square Advisors is an SEC Registered Investment Advisor serving clients across the country.
When we get a massive volatility turnaround like we did on Monday - it could show a tactical bottom for the market. Some history shows this but certainly not guaranteed.
Managers are feeling a bit nervy lately and understandably so.
Americans will start feeling a pinch at the pump.
Here is how the public views Election law policies. Most in favor of photo ID at the polls.
US Gas consumption has been a 25 year rectangle / circle.
