Joe Elliott, Cfp®, Aif®
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Joe Elliott, Cfp®, Aif® Email & Phone Number

Managing Partner and Founder at Independence Square Advisors
Location: King of Prussia, Pennsylvania, United States 4 work roles 2 schools
1 work email found @indsquare.com 6 phones found area 484 and 610 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 6 phones

Work email j****@indsquare.com
Direct phone (484) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Independence Square Advisors
Role
Managing Partner and Founder
Location
King of Prussia, Pennsylvania, United States
Company size
40 employees

Who is Joe Elliott, Cfp®, Aif®? Overview

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Quick answer

Joe Elliott, Cfp®, Aif® is listed as Managing Partner and Founder at Independence Square Advisors, a with 40 employees, based in King of Prussia, Pennsylvania, United States. AeroLeads shows a work email signal at indsquare.com, phone signal with area code 484, 610, and a matched LinkedIn profile for Joe Elliott, Cfp®, Aif®.

Joe Elliott, Cfp®, Aif® previously worked as Managing Partner/Founder at Independence Square Advisors and Manager/Financial Advisor at Key Advisors Group. Joe Elliott, Cfp®, Aif® holds Cfp, Financial Planning from The American College Of Financial Services.

Company email context

Email format at Independence Square Advisors

This section adds company-level context without repeating Joe Elliott, Cfp®, Aif®'s masked contact details.

*@indsquare.com
71% confidence

AeroLeads found 1 current-domain work email signal for Joe Elliott, Cfp®, Aif®. Compare company email patterns before reaching out.

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Profile bio

About Joe Elliott, Cfp®, Aif®

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.

Listed skills include 401K, Retirement Planning, Executive Benefit Strategies, Private Wealth Management, and 4 others.

Current workplace

Joe Elliott, Cfp®, Aif®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Independence Square Advisors
Independence Square Advisors
Managing Partner and Founder
King of Prussia, PA, US
Website
indsquare.com
Employees
40
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Company profile
View company profile Email format
4 roles · 32 years

Joe Elliott, Cfp®, Aif® work experience

A career timeline built from the work history available for this profile.

Managing Partner/Founder

Current
Independence Square Advisors

King Of Prussia, Pa

Independence Square Advisors is an independent wealth management consulting firm with a key founding principle: to be completely independent from any proprietary relationships and provide personalized recommendations to clients. This true independence allows each client to feel confident that recommendations are made collaboratively and professionally.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 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 and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Other advisory services offered through Independence Square Holdings, LLC, a registered investment advisor. Independence Square Holdings, LLC and The Plan Advocate are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit: http://www.thephiladelphiagroup.com

Nov 2004 - Present

Manager/Financial Advisor

Key Advisors Group
2001 - 2004 ~3 yrs

Advisor

Cfg
1995 - 2001 ~6 yrs
Team & coworkers

Colleagues at Independence Square Advisors

Other employees you can reach at indsquare.com. View company contacts for 40 employees →

MS Michael Studner Michael Studner Colleague at Independence Square AdvisorsPhiladelphia, Pennsylvania, United States View → RS Ryan Sullivan Ryan Sullivan Colleague at Independence Square AdvisorsNewtown Square, Pennsylvania, United States View → MN Michael Nickerson Michael Nickerson Colleague at Independence Square AdvisorsWorton, Maryland, United States View → TM T.J. Mchugh Jr. T.J. Mchugh Jr. Colleague at Independence Square AdvisorsBryn Mawr, Pennsylvania, United States View → AO Andrew O'Malley, Cfp® Andrew O'Malley, Cfp® Colleague at Independence Square AdvisorsPhiladelphia, Pennsylvania, United States View → LR Lori Rosenberg Lori Rosenberg Colleague at Independence Square AdvisorsPhiladelphia, Pennsylvania, United States View → MC Mark Comyns Mark Comyns Colleague at Independence Square AdvisorsGreater Philadelphia, United States View → BS Brenton Stransky Brenton Stransky Colleague at Independence Square AdvisorsCarlsbad, California, United States View → DD David Davidcooper David Davidcooper Colleague at Independence Square AdvisorsPhiladelphia, Pennsylvania, United States View → MA Monica Anne Pedano Monica Anne Pedano Colleague at Independence Square AdvisorsGreater Philadelphia, United States View →
2 education records

Joe Elliott, Cfp®, Aif® education

FAQ

Frequently asked questions about Joe Elliott, Cfp®, Aif®

Quick answers generated from the profile data available on this page.

What company does Joe Elliott, Cfp®, Aif® work for?

Joe Elliott, Cfp®, Aif® works for Independence Square Advisors.

What is Joe Elliott, Cfp®, Aif®'s role at Independence Square Advisors?

Joe Elliott, Cfp®, Aif® is listed as Managing Partner and Founder at Independence Square Advisors.

What is Joe Elliott, Cfp®, Aif®'s email address?

AeroLeads has found 1 work email signal at @indsquare.com for Joe Elliott, Cfp®, Aif® at Independence Square Advisors.

What is Joe Elliott, Cfp®, Aif®'s phone number?

AeroLeads has found 6 phone signal(s) with area code 484, 610 for Joe Elliott, Cfp®, Aif® at Independence Square Advisors.

Where is Joe Elliott, Cfp®, Aif® based?

Joe Elliott, Cfp®, Aif® is based in King of Prussia, Pennsylvania, United States while working with Independence Square Advisors.

What companies has Joe Elliott, Cfp®, Aif® worked for?

Joe Elliott, Cfp®, Aif® has worked for Independence Square Advisors, Key Advisors Group, and Cfg.

Who are Joe Elliott, Cfp®, Aif®'s colleagues at Independence Square Advisors?

Joe Elliott, Cfp®, Aif®'s colleagues at Independence Square Advisors include Michael Studner, Ryan Sullivan, Michael Nickerson, T.J. Mchugh Jr., and Andrew O'Malley, Cfp®.

How can I contact Joe Elliott, Cfp®, Aif®?

You can use AeroLeads to view verified contact signals for Joe Elliott, Cfp®, Aif® at Independence Square Advisors, including work email, phone, and LinkedIn data when available.

What schools did Joe Elliott, Cfp®, Aif® attend?

Joe Elliott, Cfp®, Aif® holds Cfp, Financial Planning from The American College Of Financial Services.

What skills is Joe Elliott, Cfp®, Aif® known for?

Joe Elliott, Cfp®, Aif® is listed with skills including 401K, Retirement Planning, Executive Benefit Strategies, Private Wealth Management, Deferred Compensation, Employee Benefits, Visionary, and Investments.

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