Zachary S. Mineur, CFA®, CFP®
Chief Investment Officer, Wealth Advisor
Contact
Phone
610-520-1500 x 157
Certifications
(CFA) Chartered Financial Analyst
(CFP®) CERTIFIED FINANCIAL PLANNER Professional
Social Media
Zachary Mineur, CFA, CFP® is the Chief Investment Officer at Independence Square Advisors, where he works directly with clients and the firm’s advisors to build and manage investment portfolios tailored to each family’s goals, timeline, and values.
Zach began his career on a trading desk where his team managed more than $4 billion in assets. That foundation gave him a rigorous, data-driven perspective on markets that he brings to every client relationship. He joined what is now Independence Square Advisors in 2015 and was named Chief Investment Officer within 18 months.
Over more than a decade in wealth management, Zach has guided clients through some of the most volatile markets in modern history, always driven by the same principles: cut through the noise, focus on the long-term plan, and make decisions grounded in evidence rather than emotion.
He holds the Chartered Financial Analyst designation (CFA), widely regarded as the most rigorous credential in investment management, and the Certified Financial Planner designation (CFP®), reflecting his commitment to comprehensive financial planning.
Zach is a graduate of Rowan University in South Jersey, where he studied Finance and Political Science.
Outside the office you can find him on the golf course, the basketball court, or pestering his wife Christina and their growing family at their home in Media, Pennsylvania.
Zachary Mineur in GOBankingRates: What Retirement Savers Should Consider Before Buying ETFs
Do ETFs belong in a retirement account? Zachary Mineur, CFA, CFP® in GOBankingRates | April 2026 With U.S.-listed ETFs holding more than $14 trillion in assets as of early 2026, exchange-traded funds have become one of the most popular investment…
Zachary Mineur in MarketWatch: The Questions You Should Be Asking Before You Retire
How much money do you actually need to retire comfortably? Zachary Mineur, CFA, CFP® in MarketWatch | April 2026 Four in 10 Americans say “how much money will I need to retire comfortably?” is their top question about retirement planning…
Zachary Mineur in Kiplinger: Why You Shouldn’t Retire Early Based on an Expected Inheritance
Should you retire early if you’re expecting a large inheritance? Zachary Mineur, CFA, CFP® in Kiplinger | April 2026 With nearly $124 trillion expected to change hands in the coming decades, many Americans are factoring inheritance into their retirement plans….
Zachary Mineur in MarketWatch: How to Protect Your Finances While Supporting Aging Parents
How do you protect your finances while supporting aging parents? Zachary Mineur, CFA, CFP® in MarketWatch | March 2026 Managing the financial strain of multigenerational living is a growing challenge for American families. Zachary Mineur was quoted in MarketWatch discussing…
Q2 2026 Market Outlook: Into the Fire Swamp
Markets, Oil, and the Opportunities Hidden in the Chaos by Zachary Mineur, CFA, CFP®, Chief Investment Officer at Independence Square Advisors Buttercup: [worried] “We’ll never survive!” Westley: [confident] Nonsense! You’re only saying that because no one ever has. Into the…
Q1 2026 Market Outlook: Never Tell Me the Odds
S&P 500 Valuations, AI-Driven Earnings Growth & the Bull Case for Stocks in 2026 — Despite the Skeptics by Zachary Mineur, CFA, CFP®, Chief Investment Officer at Independence Square Advisors How it started: “Sir, the possibility of successfully navigating an…
Q4 2025 Market Outlook: All Aboard the Wonkavator
Mega-Cap Tech, Record Market Concentration & What 23 S&P 500 Highs in One Quarter Really Mean for Investors by Zachary Mineur, CFA, CFP®, Chief Investment Officer at Independence Square Advisors Wonka: Step in, Charlie. Grandpa Joe, sir. This is the Great…
Q3 2025 Market Outlook: Not Quite My Tempo
S&P 500 at All-Time Highs, Stretched Valuations & the Resilience of the American Economy — A Mid-Year Check-In by Zachary Mineur, CFA, CFP®, Chief Investment Officer at Independence Square Advisors Whiplash: 1. a neck injury due to forceful, rapid back-and-forth movement…