What We Do

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.

Who We Are

"Work Less, Live More."

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.

Who We Serve


We work with investors in all stages of wealth building.  From educating young savers on the basics to guiding business owners through complex challenges, our professionals have the knowledge and resources at hand to navigate you through all of life’s financial currents.


Independence doesn’t mean alone.  Our advisors have the freedom to run their business their way backed by big-firm resources.  Schedule a confidential introduction with us now.

Where We Are

Independence Square Advisors is an SEC Registered Investment Advisor serving clients across the country.

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Latest News & Insights

Weekly Market Commentary 7/8/24

Weekly Market Commentary July 08, 2024   The Markets   Despite some volatility, stock markets have been buoyant in 2024.   Enthusiasm for artificial intelligence (AI), optimism about inflation, and expectations that the United States Federal Reserve (Fed) will begin...

Weekly Market Commentary 7/1/24

  Weekly Market Commentary July 01, 2024   The Markets   Some good news and some volatility.   Last week was a mixed bag as investors weighed positive economic news against concerns that stock prices for some chipmakers may not...

Weekly Market Commentary 6/24/24

Weekly Market Commentary June 24, 2024   The Markets   Are we at an inflection point?   The transition to renewable energy has been moving forward and may be reaching an inflection point. In 2023, global renewable energy capacity increased...

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