Joseph B. Elliott III, CFP® AIF®
Chief Executive Officer, Founder
610-520-1500 x 101
(CFP) Certified Financial Planner
(AIF) Accredited Investment Fiduciary
In 2019. Joe Elliott founded Independence Square in order to build a truly independent wealth management consulting firm that could provide both advisors and clients the benefits of alignment with LPL, the largest independent broker dealer in the country, as well as the customized attention of a boutique firm, which has since grown to more than 40 advisors. He now leverages his 20+ years of industry experience to help Independence Square’s individual and institutional clients pursue their investment and wealth management objectives.
Joe is very active in the local community and in industry organizations, including his appointment to the Corporate Council of Children’s Hospital of Philadelphia, and is also very involved with Entrepreneurs’ Organization, where he is currently a board member of the Philadelphia chapter.
Joe is a graduate of James Madison University, where he received a Bachelor of Business Administration degree in Finance. Joe also maintains the CERTIFIED FINANCIAL PLANNER TM (CFP®) and Accredited investment Fiduciary (AIF®) industry designations.
Joe and his wife and three daughters reside in Ardmore, PA.