Go Anywhere Investing

As independent financial advisors, we have no obligation to sell the products of any company. This independence enables us to “go anywhere” and truly serve the interest of our clients by only recommending the allocations and products that make the most sense for your unique situation.

Access to an extensive universe of firms and investments

The above listed companies are not affiliated with LPL Financial.

What is a fiduciary?

As fiduciaries, we ensure that the financial advice we provide you is objective.

Learn how we act in your best interest through our fee-based advisory platform.

Not one size fits all

We understand that every client comes with unique circumstances and goals for their investments. No matter the level of sophistication needed, an Independence Square advisor has access to strategies that will help diversify risk and work towards your objectives.

Simple Solutions...

Whether your goals are long term capital appreciation, income generation, minimum volatility, low cost or any combination of objectives, our system allows us to create potential strategies that are designed to fit YOU.

  • Strategic ETFs
  • Tactical Mutual Funds
  • Liquid Alternatives
  • Strategic ETFs
  • Individual Equities
  • Tactical Mutual Funds
  • Individual Bonds
  • Liquid Alternatives
  • Third party managers

...Or Complex Portfolios

No matter if you are just starting your first IRA or selling a multi million dollar business, we have advisors that specialize in designing potential strategies for all levels of sophistication.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.