THE MODERN INVESTMENT ADVISOR
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INDEPENDENCE SQUARE
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FOR INVESTORS

Independence Square is an independent wealth management consulting firm.  Our advisors provide comprehensive financial advice and planning for individuals and business owners.

Wealth Management

Whether you are saving for retirement, growing a business, or need to manage a sudden windfall, we have the resources available 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 a co-fiduciary to your company’s retirement plan.

Insurance Protection

Being prepared for unforseen events with adequate insurance is an important part of any financial plan, and we are ready to walk our clients through the complex insurance landscape.

FOR ADVISORS

Our subscription-based RIA model is the simplest payout structure in the industry.  You get a 100% payout and pay a fixed monthly fee.  Keep the hard-earned upside in your business, because our fee stays the same as you grow.

Flexible Affiliation

With multiple affiliation models and custody options, our advisors can do business how and where they are comfortable.  Keep your own brand or become an ISQ satellite.

Portfolio Management

Our advisors have access to Stratavest, a comprehensive portfolio management solution, allowing them to focus on serving their clients and building their business.

Independent Model

When you join us, you own your book.  We are not beholden to a larger company’s sales targets or proprietary products.  Run your business the way you have always wanted to.

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Latest News & Research

Independent Insights 11.20.20

What an amazing cover we saw on The Economist this past week.     Indeed, the vaccine news out of both Pfizer / BioNTech & Moderna blew the doors off the...

Weekly Market Commentary...

Weekly Market Commentary November 16, 2020   The Markets   Vaccine can be a powerful word. It’s worth 14 points in Scrabble (42 on a triple word square) and, last...

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A 90%+ effectiveness rating on the recent Covid vaccine candidates puts it up there with the likes of Polio and Mumps. A remarkable achievement in such a short amount of time. https://t.co/HpqMMYHKT8
Independence Square Advisors@isqadvisors
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"Using the S&P 500 as a benchmark for your diversified equity investments is making less sense than ever. Almost one-quarter of the S&P 500 index return is driven by just five stocks." https://t.co/19PKlqs9uJ
Independence Square Advisors@isqadvisors
Insights from modern independent registered investment advisor. Home of the 100% payout. Securities offered through LPL Financial, member SIPC. https://t.co/0ZqgzC0sI8
Total Tweets44
Followers99
Following956
@Independence Square Advisors
With real yields still firmly in negative territory, holding Gold continues to be attractive. https://t.co/pZg4snHAZz
1
Independence Square Advisors@isqadvisors
Insights from modern independent registered investment advisor. Home of the 100% payout. Securities offered through LPL Financial, member SIPC. https://t.co/0ZqgzC0sI8
Total Tweets44
Followers99
Following956
@Independence Square Advisors