Richard Catanese

Independence Square Advisors

150 South Warner Road
Suite 300

King Of Prussia, PA 19406


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About 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 and business owners 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.

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General Information

Firm Start Year



Qualifications & Membership

Firm Information

Compensation and Fees


Bachelors -

Temple University
09/1981 -06/1985


Five Star Wealth Management Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2021 or 2022 Five Star Wealth Managers. provides referrals to financial professionals of LPL Financial, LLC (LPL). is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.


LPL Cash Solicitor Disclosure

Additional Detailed Disclosures


Securities and Retirement Plan Consulting Program services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC, Other advisory services offered through Independence Square Holdings, LLC a registered investment advisor. Independence Square Holdings, LLC / Independence Square Advisors is a separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, NH, NJ, NC, NV, NY, OH, PA, SC, TX, VA is a wholly-owned brand of the Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. matches and refers investors to qualified financial professionals that have elected to participate in our matching platform., Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

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