What We Do
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.
Who We Are
"Work Less, Live More."
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.
Who We Serve
Investors
We work with investors in all stages of wealth building. From educating young savers on the basics to guiding business owners through complex challenges, our professionals have the knowledge and resources at hand to navigate you through all of life’s financial currents.
Advisors
Independence doesn’t mean alone. Our advisors have the freedom to run their business their way backed by big-firm resources. Schedule a confidential introduction with us now.
Where We Are
Independence Square Advisors is an SEC Registered Investment Advisor serving clients across the country.
Latest News & Insights
Weekly Market Commentary 9/2/24
Weekly Market Commentary September 03, 2024 The Markets After gyrating wildly throughout the month, major U.S. stock indexes finished August higher. Despite a lot of uncertainty and some dramatic ups and downs, the Standard & Poor’s...
Weekly Market Commentary 8/26/24
Weekly Market Commentary August 26, 2024 The Markets The near future is more predictable than the distant future. Last year, the St. Louis Federal Reserve explored the accuracy of recession forecasts. They found that short-term predictions...
Weekly Market Commentary 8/19/24
Weekly Market Commentary August 19, 2024 The Markets The best week of the year? After two weeks of slow and jolting market performance, a bounty of positive news calmed investors and lifted stock markets higher last week....
Growth even after getting outperformed in July and August, is still in the top decile of relative outperformance.
With the labor market finally cooling down and a very high probability of a rate cute on Sept 18th, the one good piece of news is that layoffs are well below historical norms.
Updated Flow Trends for August. The US continues to dominate while bond funds took in a record $39B in inflows.
A very concerning chart here.
AI boom, Higher Interest Income, and innovation have taken US Corporate Profits to a record high.
