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
Investors
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.
Advisors
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.
Latest News & Insights
Weekly Market Commentary 5.30.23
Weekly Market Commentary May 30, 2023 The Markets It’s a three-ring circus! For centuries people have embraced the circus. Enjoying the sticky fluff of cotton candy while elephants, clowns and trapeze artists perform in the spotlights. Merriam Webster Dictionary defines...
Weekly Market Commentary 5/22/2023
Weekly Market Commentary May 22, 2023 The Markets Investors aren’t happy, but stocks are up. If you ever participated in a fantasy football league, you may have experienced a run on a position during your draft. One...
Weekly Market Commentary 5/15/2023
Weekly Market Commentary May 15, 2023 The Markets Brace yourself! The debt ceiling standoff continues. Consumers aren’t optimistic. The Consumer Sentiment Index fell to a six-month low in May, dropping 9.1 percent month-to-month. Participants in the University...
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The House Of The Rising Sun is making a comeback. Japan is back on the map.
Is the Sun Rising Again in Japan? | Cresset Capital
Japan is basking in the international spotlight. The country played host to the G7 Summit, burnishing its image as...
cressetcapital.com
Will these 2 ultra keep metrics start to converge soon? Only time will tell!
Consumer confidence historically is very low still.
Think companies are excited about AI?!
