Independence Square Advisors Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Independence Square Advisors is a financial services firm that operates as an SEC-registered investment adviser and independent wealth management consultant. Its services focus on private wealth management, retirement plan consulting, and insurance planning, aiming to help individual investors, families, and business owners nationwide manage their finances with a view toward spending less time on day-to-day money management.
Based in the Greater Philadelphia area, the firm collaborates with LPL Financial to provide advisory services related to securities and retirement plans, while Independence Square Holdings, LLC acts as a separate advisory entity. The organization positions itself within the independent wealth management space, offering customized planning solutions through a small-to-medium sized team based in King of Prussia, Pennsylvania. The company’s scope covers clients across the United States seeking comprehensive financial planning and retirement plan guidance.

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