THE MODERN INVESTMENT ADVISOR
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INDEPENDENCE SQUARE
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FOR INVESTORS

Independence Square is an independent wealth management consulting firm.  Our advisors provide comprehensive financial advice and planning for individuals and business owners.

Wealth Management

Whether you are saving for retirement, growing a business, or need to manage a sudden windfall, we have the resources available 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 a co-fiduciary to your company’s retirement plan.

Insurance Protection

Being prepared for unforseen events with adequate insurance is an important part of any financial plan, and we are ready to walk our clients through the complex insurance landscape.

FOR ADVISORS

Our subscription-based RIA model is the simplest payout structure in the industry.  You get a 100% payout and pay a fixed monthly fee.  Keep the hard-earned upside in your business, because our fee stays the same as you grow.

Flexible Affiliation

With multiple affiliation models and custody options, our advisors can do business how and where they are comfortable.  Keep your own brand or become an ISQ satellite.

Portfolio Management

Our advisors have access to Stratavest, a comprehensive portfolio management solution, allowing them to focus on serving their clients and building their business.

Independent Model

When you join us, you own your book.  We are not beholden to a larger company’s sales targets or proprietary products.  Run your business the way you have always wanted to.

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Latest News & Research

Weekly Market Commentary...

Weekly Market Commentary September 13, 2021   The Markets   The Delta variant could take a toll on economic growth.   There was some good news last week. The 7-day...

Weekly Market Commentary...

Weekly Market Commentary September 7, 2021   The Markets   Stagflation isn’t trending, but it was mentioned in quite a few headlines last week.   Stagflation is a...

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Jurrien Timmer@TimmerFidelity
Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine. https://t.co/9Pn7wGwMzp
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@TimmerFidelity: I still believe that we are in a secular bull market that is far from over. As this chart shows, secular bull markets are not immune from recessions and cyclical bear markets. But they tend to be shorter and shallower, and the subsequent rebounds tend to be swifter. https://t.co/H3yFurowei
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Independence Square Advisors@isqadvisors
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Independence Square Advisors@isqadvisors
Insights from modern independent registered investment advisor. Home of the 100% payout. Securities offered through LPL Financial, member SIPC. https://t.co/0ZqgzC0sI8
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Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/nswxFWxPYE
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@LizAnnSonders: Supply chain shock persists: massive spike in shipping cost from China to Los Angeles
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Independence Square Advisors@isqadvisors
Insights from modern independent registered investment advisor. Home of the 100% payout. Securities offered through LPL Financial, member SIPC. https://t.co/0ZqgzC0sI8
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Followers104
Following937
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