Zachary Mineur, CFA, CFP® - Independence Square Advisors
You invest with us, we invest in you.
5.0
Independence Square is a wealth management firm offering comprehensive financial planning and retirement plan consulting services to individuals and businesses.
About
Independence Square is a wealth management firm where their mission is simple: support yours. They work with individual investors, business owners, and independent financial advisors nationwide so clients can spend less time managing their finances and more time doing what they love.
Whether saving for retirement, growing a business, or managing a significant life event, their advisors provide comprehensive wealth management and financial planning tailored to client goals. They serve 2,800+ clients with $1.8B+ in assets under management across 37 advisors.
Services
Wealth Management
Comprehensive wealth management and financial planning tailored to client goals for retirement, business growth, and significant life events.
Retirement Plan Consulting
Acting as a consultant on 401(k), 403(b), or Defined Benefit Plans versus a traditional broker, with ability to sign on as investment co-fiduciary.
Insurance Protection
Helping clients prepare for unforeseen events with adequate insurance as an important part of any financial plan.
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