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 3/27/2023
Weekly Market Commentary March 27, 2023 The Markets What’s your jam? When you think of fun, are you running an Arctic marathon? Biking to your favorite burger place? Gaming with friends online? Each has inherent risk: Polar bears and hypothermia,...
Weekly Market Commentary 3/20/2023
Weekly Market Commentary March 20, 2023 The Markets Unknowns and uncertainty. Financial markets were volatile last week as investors parsed the risks around bank closures, central banks offered additional protections for depositors, and regulators took a harder look at bank...
Weekly Market Commentary 3/13/2023
Weekly Market Commentary March 13, 2023 The Markets Thrown for a loop. Early last week, Federal Reserve Chair Jerome Powell told Congress the Fed is committed to bringing inflation down to 2 percent. If economic data continues to come in...
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The ultimate contrarian indicator and we are at very bearish levels. Ironically the market has held up well at these levels. Is this telling us a market rally is coming?
As an inverted Yield Curve continues to bat 1000%, we are now just awaiting inevitable GDP numbers to show this statistic is still perfect in it's forecasting accuracy. When that happens I have no clue.
This is a very strong indicator of where the economy on the banking front could be going. With the strongest hiking campaign in decades, stress in the banking system, and a slowing economy, look for continued credit tightening.
This may scream run for the hills, you can take the contrarian point of view that the big boys are building cash and potentially getting ready to deploy and it just happens to be around the time that swaps markets are pricing in rate cuts.....
https://www.ftportfolios.com/Commentary/MarketCommentary/2023/3/28/money-market-fund-assets-hit-new-all-time-high