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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: Why Filing for Social Security at 62 Can Quietly Cost You
The allure of an early Social Security check is hard to pass up. Here is what it actually costs you. Zachary Mineur, CFA, CFP® in GOBankingRates | April 2026 Filing for Social Security at 62 feels like a win. But…
Weekly Market Commentary – April 13th, 2026
Weekly Market Commentary April 13, 2026 Â The Markets Sunny with a chance of rain. Last week, news of a two-week pause in the Middle East conflict was like a sunny day. Investors celebrated and the relief rally…
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…
Where We Are
Independence Square Advisors is an SEC Registered Investment Advisor serving clients across the country.
Pretty remarkable to see an industry like Semi's overtake a broader sector like Tech. Semi's are integrated into everyday life and now even more into AI Data Center's, and Robotics.
I would say this is a healthy chart.
A fantastic chart showing us Bull and Bear Markets since the Great Depression. Amazing some of the moves from peak to trough and vice versa.
Stairs down and elevator up. V Shaped recovery strikes again.
This encompasses all Large, Mid and Small Caps. Earnings revisions up big time for Energy, Utilities and Tech. The of the market - flat or to the down side.
