$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.
Latest News & Insights
Weekly Market Commentary 1/26/26
Weekly Market Commentary January 26, 2026 The Markets Geopolitics roiled financial markets. Just a couple of weeks ago, many analysts and asset managers expressed broad optimism about the potential performance of United States stock markets in 2026 – and the…
Weekly Market Commentary 1/19/26
Weekly Market Commentary January 20, 2026 The Markets Investor appetite broadens. For a long time, investors have craved artificial intelligence (AI) related investments. Early in 2026, that’s begun to change. Paul R. La Monica of Barron’s reported: “Everywhere you look,…
Don't be surprised if there is a pullback. High insider selling and February is one of the weakest months historically for returns, and March has been known to have big drawdowns.
This a remarkable chart. It's amazing how we are currently in the midst of a major tech revolution and you can make a case that the market continues to become cheaper with the E (earnings) continuing to rise.
Wow a great chart on Fib extensions.
Manufacturing?!?! Above 50?!?! Back from the dead, or just a 1 month blip?
With lower rates around the world, and the US looking to cut 2x later this year, are we approaching a global goldilocks scenarios of lower rates and higher growth?
