Independence Square Advisors

Independence Square Advisors is an independent wealth management consulting firm with a simple mission; to support yours. We work with individual investors, business owners, and financial advisors across the country so that they can spend less time working and instead focus on doing what they love. Our community of professionals seeks to add value to your life and business through private wealth management, retirement plan consulting, and thoughtful insurance protection.

Industries: Insurance, Wealth Management

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member SIPC SIPC.org. Other advisory services offered through Independence Square Holdings, LLC a registered investment advisor. Independence Square is a separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Overall, Independence Square Advisors focuses on providing personalized wealth management and retirement planning services to a wide range of clients in the United States, aiming to enhance their financial well-being and allow them to prioritize their passions and pursuits.