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.


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

Weekly Market Commentary 2/19/24

Weekly Market Commentary February 20, 2024 The Markets Don’t fight the Fed. The Federal Reserve (Fed) is the central bank of the United States. A longstanding bit of investment...

Weekly Market Commentary 2/12/24

Weekly Market Commentary February 12, 2024   The Markets   China is out of favor with investors.   For decades, China was among the fastest-growing economies in the...

Weekly Market Commentary 2/5/24

Weekly Market Commentary February 05, 2024 The Markets We’ve been hearing a lot about layoffs. Last week, the January 2024 Challenger Report found that employers based in the...

Weekly Market Commentary 1/29/24

Weekly Market Commentary January 29, 2024 The Markets Even better than expected! The United States economy is not performing the way anyone thought it would. Instead of tipping...

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