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
2019
Compliance
Qualifications & Membership
Firm Information
Compensation and Fees
Education
Bachelors -
Temple University
09/1981 -06/1985
Disclosures
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.
RothIRA.org provides referrals to financial professionals of LPL Financial, LLC (LPL). RothIRA.org is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RothIRA.org cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
LPL RothIRA.org Cash Solicitor Disclosure Additional Detailed Disclosures
https://www.rothira.org/disclosure/1890894/rothira-Independence-Square-Advisors-detailed-disclosure.html
Disclaimer
Securities and Retirement Plan Consulting Program services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC www.Finra.org, www.SIPC.org. 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