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 guided 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 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…
Zachary Mineur in MarketWatch: Choosing Between CDs, Bonds, and Money Markets
CDs, Bonds, or Money Markets — How to Match Your Savings Vehicle to Your Risk Tolerance and Liquidity Needs Zachary Mineur, CFA, CFP® in MarketWatch | March 2026 Zachary Mineur was quoted in MarketWatch breaking down which savings vehicles make…
Zachary Mineur in MarketWatch: Why Your Savings Strategy Should Start With Your Financial Goals
Why Money Is a Tool, Not a Goal: Building a Savings Strategy Around Your Financial Plan Zachary Mineur, CFA, CFP® in MarketWatch | March 2026 Zachary Mineur was quoted in MarketWatch discussing where savers are putting their money in 2026….
Zachary Mineur in GOBankingRates: Practical Money Moves After Trump’s State of the Union
Retirement Savings Expansion, Workplace Plans & the $1K Match — Practical Money Moves After Trump’s 2026 State of the Union Zachary Mineur, CFA, CFP® in GoBankingRates | March 2026 Zachary Mineur was quoted in GOBankingRates discussing practical money moves Americans…
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…
Q2 2025 Market Outlook: Rising From the Ashes
How to Navigate Market Corrections, Tariff Volatility & Historic Bearish Sentiment — And Why Diversified Investors Have Reason for Optimism by Zachary Mineur, CFA, CFP®, Chief Investment Officer at Independence Square Advisors We are pulling forward our quarterly letter by a…