Independence Square Advisors is an independent wealth management consulting firm,
providing comprehensive financial advice for individuals and business owners.
Areas of Focus
Wealth Management
Whether you are saving for retirement, growing a business, or trying to understand how 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. Additionally, we offer Business Succession Planning, Executive Benefits and Group Employee Benefit Plans.
Insurance Protection
Being prepared for unforseen events with adequate insurance is an important part of any holistic financial picture, and our advisors are ready to walk their clients through the complex insurance landscape.
Committed to Continuing Education
Our advisors and staff are committed to expanding their depth of knowledge to better serve our clients. Learn about our industry designations below.
Certified Financial Planner
Chartered Financial Analyst
Accredited Investment Fiduciary
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.
Earning the CFA® charter is a highly selective process. Fewer than one in five candidates become a CFA charterholder. It takes an average of 1,000+ hours of rigorous study, along with four years of professional experience and successful completion of the CFA® Program exam, to earn the distinction of being called a Chartered Financial Analyst®.
The purpose of the Accredited Investment Fiduciary (AIF®) Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.
Chartered Financial Consultant
Chartered Retirement Plan Specialist
Chartered Life Underwriter
Designed for immediate, real-world application, the financial planning strategies taught in the eight-course ChFC® program prepare an advisor to advise on a full range of potential clients on a diverse set of financial matters.
As retirement plan options evolve and tax complexities increase, many companies seek professional plan administrators to design, install, and maintain their company retirement plans. Firms of all sizes recognize the unique skills needed to implement and oversee these internal retirement plans—skills gained with the CRPS® designation.
Centered on the complexities of life insurance for both individuals and small businesses, the CLU® designation provides expert-level education you can immediately apply. Courses cover everything from the fundamentals of the field to highly specialized knowledge, preparing you to offer the advice today’s clients need.
