$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.

Close
Find Nearby Share Location Get Directions
TitleCategoryAddressDescriptionLink

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...

We are social! Follow for news and insights.