$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 11/3/25
Weekly Market Commentary November 03, 2025 The Markets Like walking on cobblestones… If you’ve ever walked down a road paved with cobblestones, you know the uneven surface can be challenging. Today, financial markets are paved with a variety of challenges…
Weekly Market Commentary 10/27/25
Weekly Market Commentary October 27, 2025 The Markets Stock markets celebrated, but bond markets were cautious. Last week, the Consumer Price Index (CPI) showed that inflation for September was lower than economists had anticipated. Both headline and core inflation (the…
Right now, the unleveraged spending is a cheerful sight. When it's gets LEVERAGED - pay close attention.
More continued evidence of bullishness.
Bullish sentiment still reigns supreme.
If you think Core PCI trading around 2.5-3% is an issue.... see below. We are lucky. You do not want deflation.
Just as AI is gearing up to take more jobs, paralegals and attorney applications are rising.
