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 1/13/25
Weekly Market Commentary January 13, 2025 The Markets Bond yields are rising—and they have investors’ attention. Last year, the United States Federal Reserve (Fed) lowered the federal funds rate by one percent. (The federal funds...
Weekly Market Commentary 1/6/25
Weekly Market Commentary January 06, 2025 The Markets Hello, 2025! As we head into a new year, it can be helpful to look back at the previous year—and 2024 was a doozy. Stocks in the United...
Larry Fink nailed it. Growing the economy through the private markets is the best way to advance the capital markets going forward. The government spending is putting the US in a world of uncontrollable debt and is not sustainable.
Larry Fink: Supercharge Economy Through Infrastructure, AI Investing | Chief Investment Officer
Speaking at SIFMA’s annual meeting, the BlackRock head suggested utilizing capital markets to grow the economy above the trend line.
www.ai-cio.com
You would of thought with nearshoring and deglobalzation that prices would of rapidly increased. That has not been the case. Trade globalization has stalled but it has not reversed according to @GoldmanSachs
Global trade is showing resilience despite rising barriers
www.goldmansachs.com
If you are going to see outperformance on the active management side, the bond and alternative space seems to be the spot to be. A good amount of flows into both of those spaces.
The mega city project in Saudi Arabia (Neom), is set to use 1/5 of the steel produced in the world. Pretty crazy.
Neom ‘uses one fifth of world’s steel’
The Neom giga-project in Saudi Arabia is currently using one fifth of all the steel produced in the world, an official said
www.agbi.com
Starlink is responsible for the global connectivity and what it has done for several areas around the globe who do not have Internet access.
