$1.2B+
Assets Under Management
2,000+
Clients
37
Advisors
Wealth Management
Whether you are saving for retirement, growing a business, or managing a windfall, an Independence Square Advisor’s consultant has the resources 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 an investment co-fiduciary to your company’s retirement plan.
Insurance Protection
Being prepared for unforeseen events with adequate insurance is an important part of any financial plan, and we walk with our clients through the complex insurance landscape.
Our mission is simple; support yours.
We work with individual investors, business owners, and independent financial advisors across the country so that they can spend less time working and more time doing what they love.
Where We Are
Independence Square Advisors is an SEC Registered Investment Advisor serving clients across the country.
Latest News & Insights
Weekly Market Commentary 9/8/25
Weekly Market Commentary September 08, 2025 The Markets Was the jobs report good news or bad news for the stock market? In financial markets, sometimes bad news is good. It looked like that might be the case last week. On...
Weekly Market Commentary 9/1/25
Weekly Market Commentary September 02, 2025 The Markets Will the bull market in stocks continue? There is always a diversity of opinion about whether stocks are headed higher or lower. Last week, investors were feeling more bearish than bullish about...
Weekly Market Commentary 8/25/25
Weekly Market Commentary August 25, 2025 The Markets Will the Fed lower rates? Last week, in a much-anticipated speech, Federal Reserve (Fed) Chair Jerome Powell said, “In the near term, risks to inflation are tilted to the upside, and risks...
Lots of dollars going into Chinese capex for semi's.
Unlocking the frozen housing market could be just what the economy needs.
After being stuck in a trading range for the better part of 3-4 years, is it time for IWM to breakout to new ATH's? It hasn't gone this long without a new high since the GFC.
XLY flows coming in = consumers have disposable income.
One area of the market that is healthy. Credit spreads are tight.
