Insights

Niche Market Focus Independent Retirement specializes in providing proactive compliance consulting and plan administration support tailored for retirement plans, positioning them as a dedicated partner to financial advisors and employers seeking reliable, operationally efficient solutions.

Growth Potential With a revenue range of 10 to 25 million dollars and a focused team of 11 to 50 employees, the company presents opportunities for targeted upselling and tailored service expansions within the professional retirement planning sector.

Technology Adoption The company's utilization of modern tech tools like PWA, Google Tag Manager, and Squarespace indicates a digital-first approach, opening avenues to recommend advanced technology integrations or digital marketing solutions to enhance client engagement.

Competitive Edge Operating alongside giants like Charles Schwab and Fidelity, Independent Retirement can leverage its boutique, personalized service model to differentiate itself by emphasizing customized support and compliance excellence to attract mid-sized firms.

Market Expansion Targeting financial advisors and employers within the retirement services domain offers potential for cross-selling additional consulting, compliance, and operational efficiency tools, especially as regulatory environments become more complex.

Similar companies to Independent Retirement

Independent Retirement Tech Stack

Independent Retirement uses 8 technology products and services including RSS, Squarespace Commerce, jQuery, and more. Explore Independent Retirement's tech stack below.

RSS
Content Management System
Squarespace Commerce
E-commerce
jQuery
Javascript Libraries
PWA
Miscellaneous
Microsoft Word
Office Suites
HSTS
Security
Google Tag Manager
Tag Management
Adobe Fonts
Web Fonts

Media & News

Independent Retirement's Email Address Formats

Independent Retirement uses at least 1 format(s):

Independent Retirement Email Formats	Example	Percentage
FLast@independentretirement.com	JDoe@independentretirement.com	47%
First.Last@independentretirement.com	John.Doe@independentretirement.com	3%
FLast@independentretirement.com	JDoe@independentretirement.com	47%
First.Last@independentretirement.com	John.Doe@independentretirement.com	3%

Frequently Asked Questions

Where is Independent Retirement's headquarters located?

Independent Retirement's main headquarters is located at 525 3rd St, Ste 200 Lake Oswego, Oregon 97034, US. The company has employees across 1 continents, including North America.

What is Independent Retirement's phone number?

You can contact Independent Retirement's main corporate office by phone at

+1-503-303-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Independent Retirement's official website and social media links?

Independent Retirement's official website is independentretirement.com and has social profiles on LinkedIn.

What is Independent Retirement's NAICS code?

Independent Retirement's NAICS code is 54 - Professional, Scientific, and Technical Services.

How many employees does Independent Retirement have currently?

As of October 2025, Independent Retirement has approximately 17 employees across 1 continents, including North America. Key team members include President & Ceo: E. B.Managing Consultant / Partner: B. A.Client Success Manager: K. J. D.. Explore Independent Retirement's employee directory with LeadIQ.

What industry does Independent Retirement belong to?

Independent Retirement operates in the Professional Services industry.

What technology does Independent Retirement use?

Independent Retirement's tech stack includes RSSSquarespace CommercejQueryPWAMicrosoft WordHSTSGoogle Tag ManagerAdobe Fonts.

What is Independent Retirement's email format?

Independent Retirement's email format typically follows the pattern of FLast@independentretirement.com. Find more Independent Retirement email formats with LeadIQ.

When was Independent Retirement founded?

Independent Retirement was founded in 2006.

Independent Retirement

Q: How many employees does Independent Retirement have currently?

Independent Retirement has approximately 17 employees.

Q: What technology does Independent Retirement use?

Independent Retirement's tech stack includes Open Graph, Google Maps, Google Analytics, PWA, Google Hosted Libraries.

Professional ServicesUnited States11-50 Employees

Independent Retirement delivers more than plan administration — we provide proactive compliance consulting and hands-on support that make both employers and financial advisors stronger. Advisors count on us as a behind-the-scenes partner who protects their reputation, streamlines plan operations, and strengthens client relationships. Employers rely on us to simplify complexity, avoid costly mistakes, and maximize the impact of workplace benefits. The result: confident advisors, empowered employers, and tailored retirement plans that run smoothly and make an impact.