What We Do
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.
Who We Are
"Work Less, Live More."
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.
Who We Serve
Investors
We work with investors in all stages of wealth building. From educating young savers on the basics to guiding business owners through complex challenges, our professionals have the knowledge and resources at hand to navigate you through all of life’s financial currents.
Advisors
Independence doesn’t mean alone. Our advisors have the freedom to run their business their way backed by big-firm resources. Schedule a confidential introduction with us now.
Where We Are
Independence Square Advisors is an SEC Registered Investment Advisor serving clients across the country.
Latest News & Insights
Weekly Market Commentary 4/29/24
Weekly Market Commentary April 29, 2024 The Markets The economy appears to be slowing down. Last week, many investors were focused on economic data. The Personal Consumption report offers information about Americans’ income and spending over the previous month. It...
Weekly Market Commentary 4/22/24
Weekly Market Commentary April 22, 2024 The Markets Investors have been recalibrating their expectations. There is a lot going on in the world that could affect the value of financial markets – wars, tensions between major powers,...
Weekly Market Commentary 4/15/24
Weekly Market Commentary April 15, 2024 The Markets Inflation and geopolitics and earnings. Oh, my! It was a rough week for stock markets. “The S&P 500 closed 1.5% lower on Friday, while the Nasdaq Composite dipped 1.6%....
An update from @ftportfolios on a snapshot of sectors and the indexes and the various performances of each.
From @GoldmanSachs , the work force is changing. Historically, increased part time positions are seen as a potential recession indicator as companies scale back full time employees but the tide might be turning in the labor market.
The rise of AI and Robotics are here to stay and they are being embedded in several industries. This trend is here to stay.
After a large decline, M&A, and IPO activity are starting to make a comeback after a rough 2022 and very rough 2023.
Say what you want about Corporate America, but they are helping people retire comfortably.
Nearly Half of the Largest US Pension Funds are More Than 100% Funded, Milliman Reports | Chief...
Of the largest 100 corporate DB plans, none had a funded status less than 75%, according to Milliman’s annual corporate pension funding status.
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