$1.2B+
Assets Under Management
2,000+
Clients
37
Advisors
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.
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.
Where We Are
Independence Square Advisors is an SEC Registered Investment Advisor serving clients across the country.
Latest News & Insights
Weekly Market Commentary 6/16/25
Weekly Market Commentary June 16, 2025 The Markets Investors had a lot to think about last week. A wealth of positive company and economic news lifted markets for much of last week. However, markets stumbled on news that Israel had...
Weekly Market Commentary 6/9/25
Weekly Market Commentary June 09, 2025 The Markets Employment was top of mind for financial markets last week. Economists and investors hoped May employment information would provide insight to the state of the United States economy, as...
Weekly Market Commentary 6/2/25
Weekly Market Commentary June 02, 2025 The Markets Consumers were feeling cautiously optimistic. When people talk about the United States economy, they’re usually referring to gross domestic product (GDP), which is the value of all goods and...
No one is really buying protection out there.
Lots of data conflicting lately. It seems to be back and forth. Some days you hear it's surprisingly better and now its surprisingly worse.
A positive for housing prices as they have become unaffordable for an extended period of time. Now if interest rates come down, it could be fantastic for housing all the way around.
Getting an idea of where sectors are at from a technical and fundamental perspective.
Is this year just the beginning?
