WELCOME TO
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
Weekly Market Commentary April 6th, 2026
Weekly Market Commentary April 06, 2026 The Markets The first three months of 2026 felt a bit like summer school. In summer school, students learn a lot in a short amount of time. A normal semester gives students about 15…
Zachary Mineur in Kiplinger: Why You Shouldn’t Retire Early Based on an Expected Inheritance
Should you retire early if you’re expecting a large inheritance? Zachary Mineur, CFA, CFP® in Kiplinger | April 2026 With nearly $124 trillion expected to change hands in the coming decades, many Americans are factoring inheritance into their retirement plans….
Weekly Market Commentary March 30th, 2026
Weekly Market Commentary March 30, 2026 The Markets U.S. stocks moved lower last week. The journey toward long-term financial goals is often interrupted by unexpected events that create stress and uncertainty. That’s one reason financial plans are…
Zachary Mineur in MarketWatch: How to Protect Your Finances While Supporting Aging Parents
How do you protect your finances while supporting aging parents? Zachary Mineur, CFA, CFP® in MarketWatch | March 2026 Managing the financial strain of multigenerational living is a growing challenge for American families. Zachary Mineur was quoted in MarketWatch discussing…
Where We Are
Independence Square Advisors is an SEC Registered Investment Advisor serving clients across the country.
The Keystone state! Generating the power for the US.
Amazon, Google, and Microsoft the Cloud business.
Is it just a major software scare or is it all sectors of the economy that are making redemptions jump?
Elevated valuations and a war will do this!
This could be a tailwind for the economy.
