Wealth Management Advisor
CurrentIndependence Square Advisors is an independent wealth management consulting firm with a key founding principle: to be completely independent from any proprietary relationships that would cause any bias or conflict of interest in their recommendations to clients. This independence allows each client to feel confident that recommendations are made without any of the inherent bias present in so many financial institutions. Recognizing the importance of independence and the value that significant back office support can provide to financial services firms, the financial professionals of Independence Square Advisors have affiliated with LPL Financial as their Broker/Dealer. This relationship with LPL Financial allows the professionals at Independence Square Advisors to continue to operate as an independent firm, yet utilize the resources of a very large institution.Specialties401(k) and Retirement Plan Consulting, Private Wealth Management and Investment Advisory, Insurance Brokerage and Estate Planning Strategies, Comprehensive Financial PlanningSecurities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Independence Square Holdings, a registered investment advisor. Independence Square Holdings and Independence Square Advisors are separate entities 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. (Please see hyperlinks to FINRA's and SIPC's home pages listed above under Contact and Personal Info Section)The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: PASeries 7 & 63 registrations are held through LPL Financial. Series 66 is held through both Independence Square Advisors and LPL.
