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 July 26, 2021   The Markets   Shortest ever.   Last week, the National Bureau of Economic Research (NBER) finally announced the official dates...

Weekly Market Commentary...

Weekly Market Commentary July 19, 2021   The Markets   The term “peak growth” has become almost as popular as the comedy show Ted Lasso.   Peak growth is a catchphrase with...

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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
Total Tweets58
Followers101
Following941
@Independence Square Advisors
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@kgreifeld: 10-year yields below 1.35%, jfyi https://t.co/TwjitWLIPx
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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
Total Tweets58
Followers101
Following941
@Independence Square Advisors