$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 12/29/25
Weekly Market Commentary December 29, 2025 The Markets What is the most important principle of investing? People have different opinions, but these three tend to be at or near the top of the list: • Have a plan for reaching…
Weekly Market Commentary 12/22/25
Weekly Market Commentary December 22, 2025 The Markets Happy holidays! Over the past year, financial markets reminded all of us that progress is rarely linear. As markets gyrated higher and lower, one truth remained constant – building wealth is the…
Weekly Market Commentary 12/15/25
Weekly Market Commentary December 15, 2025 The Markets Last week, the United States Federal Reserve (Fed) played “Would You Rather?” Would You Rather? is a board game that presents players with classic dilemmas and asks which options would be more…
Fiscal deficits are the main driver of this issue. Inflation can tick down over time, but relieving years of mounting debt is a challenge.
EM is poised for continued success in 2026.
This macro tailwind is what the market is looking for in 2026. Overall - global easing is coming.
Time for a little cool down in risk sentiment? Retail investors are starting to mirror the big boys from a risk sentiment perspective.
While Small Caps have had a solid year - the discount to the S&P is still vast. First annual outflows since 2011.
