$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
Zachary Mineur in MarketWatch: How to Choose Between CDs, Bonds, and Money Markets Right Now
Zachary Mineur, CFA, CFP®, Chief Investment Officer of Independence Square Advisors, was quoted in MarketWatch Picks discussing who should — and shouldn’t — consider certificates of deposit in the current rate environment. Zach’s contribution offered a framework for matching savings…
Zachary Mineur in MarketWatch: Why Your Savings Strategy Should Start With Your Financial Goals
Zachary Mineur, CFA, CFP®, Chief Investment Officer of Independence Square Advisors, was featured in MarketWatch discussing where savers should be putting their money in early 2026. Zach’s contribution focused on purchasing power and financial planning context: “The one place I…
Weekly Market Commentary — March 2, 2026
Weekly Market Commentary March 02, 2026 The Markets Artificial Intelligence (AI) is the new Industrial Revolution. Last week, market volatility reflected uncertainty about how artificial intelligence will reshape the economy. Early in the week, a report titled “The 2028…
Zachary Mineur in GOBankingRates: 3 Money Moves After Trump’s State of the Union
Zachary Mineur, CFA, CFP®, Chief Investment Officer of Independence Square Advisors, was quoted in GOBankingRates discussing practical financial steps Americans should consider following President Trump’s 2026 State of the Union address. Zach’s contribution focused on the proposed expansion of retirement…
Where We Are
Independence Square Advisors is an SEC Registered Investment Advisor serving clients across the country.
Wow EM leads the way after all the post war moves have occurred and in a big way.
Tech leading the way since the war started in Iran.
Rumbles below the surface is the understatement of the year so far!
Profit taking and just a blip or something more?
AI adoption is spreading. Claude is gaining ground.
