Independence Square Advisors Employee Directory

Financial ServicesUnited States11-50 Employees

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.

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.

Find Independence Square Advisors employees' phone numbers or email addresses

Independence Square Advisors Global Highlights

Location
Employees

North America
57

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  • United States Of America
    57

Independence Square Advisors's Leadership

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    Z. M.
    Chief Investment Officer
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    K. M.
    Chief Operations Officer
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    J. E.
    Managing Partner/Founder
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    J. C. N.
    Partner | Certified Plan Fiduciary Advisor
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    E. J. L.
    Partner
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    M. C.
    Partner
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    C. G. J.
    Partner And Financial Advisor
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    D. D.
    Partner Financial Advisor
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Contact profiles from Independence Square Advisors

Name
Title
Contact Info
Location
Last Update
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    J. L.
    Partner Retirement Specialist
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    United StatesPennsylvania
    Oct 23, 2024
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    L. D.
    Partner
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    United StatesPennsylvania
    Oct 17, 2024
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    M. C.
    Partner
    Phone icon
    United StatesPennsylvania
    Oct 18, 2024
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    N. O. C. C.
    Partner
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    Oct 22, 2024
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    R. P.
    Director Of Operations
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    Oct 22, 2024
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    A. S.
    Wealth Manager
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    United StatesPennsylvania
    Sep 09, 2025
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    T. M.
    Portfolio Manager, Independence Square Asset Management Focused Growth
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    United StatesPennsylvania
    Aug 08, 2025
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    B. J. M.
    Wealth Advisor, Cis, Lpl Registered Principal At Independence Square Advisors
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    United StatesPennsylvania
    Nov 10, 2025
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    B. M. A.
    Independent Financial Advisor
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    United StatesPennsylvania
    Oct 27, 2025
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    M. A. P.
    Wealth Advisor
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    United StatesPennsylvania
    Oct 19, 2025

Frequently Asked Questions

What is Independence Square Advisors known for?

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Independence Square Advisors operates in the Financial Services industry. The company's main headquarters is located in 150 South Warner Rd, Ste. 300 King of Prussia, PA 19406, US; you can contact the main corporate office by phone at . Explore Independence Square Advisors's company overview page for more information.

What is Independence Square Advisors's most common email format?

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Independence Square Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Independence Square Advisors email formats with LeadIQ.

How many employees does Independence Square Advisors have currently?

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Independence Square Advisors has approximately 40 employees as of November 2025. These team members are located across 1 continents, including North America.

Who are Independence Square Advisors's key employees and leadership?

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As of November 2025, Independence Square Advisors's key employees include:

  • Chief Investment Officer: Z. M.
  • Chief Operations Officer: K. M.
  • Managing Partner/Founder: J. E.
  • Partner | Certified Plan Fiduciary Advisor: J. C. N.
  • Partner: E. J. L.

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