THE MODERN INVESTMENT ADVISOR Schedule An Introduction Now WELCOME TO INDEPENDENCE SQUARE

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

Independent Insights 10.27.20

By Independence SquareOn October 27, 2020

It is not an overstatement to suggest that the events of the next few weeks are a global inflection point of tremendous magnitude. Have we seen the worst of this pandemic, or will...

Weekly Market Commentary...

By Independence SquareOn October 26, 2020

Weekly Market Commentary October 26, 2020 The Markets   Stimulus talks led investors in a merry dance last week.   So far in 2020, stock markets have been sensitive to...

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Sports viewership significantly down almost across the whole board. Many events down more than 40% yoy. Interesting that golf being the strongest with viewers, as it has the mildest TV experience change with no fans. https://t.co/tmko3iagKl
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While many areas of the economy have rebounded, air traffic is not one of them. TSA traveler throughput remains more than 50% off of pre-pandemic levels. Chart via @361Capital / @bespokeinvest https://t.co/QT0lTHQsbT
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 Tweets40
Followers90
Following875
@Independence Square Advisors
The economic recovery is underway, but uneven across industries. https://t.co/rkvOh2yeay
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 Tweets40
Followers90
Following875
@Independence Square Advisors