Independence Square Advisors is an SEC Registered Investment Adviser (RIA) and independent wealth management consulting firm. Headquartered in the Greater Philadelphia area, we offer customized financial planning services for individual investors, families, and business owners nationwide. Our team offers private wealth management, retirement plan consulting, and insurance planning, helping clients spend less time managing money and more time on what matters most to them.

Securities and Retirement Plan Consulting Program advisory 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 adviser. Independence Square Holdings, LLC is a separate entity 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. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Independence Square Advisors

Joe Elliott

This department focuses on providing financial advice and investment management services to clients.

Wealth Management

This department is responsible for strategic decision-making and overall organizational direction.

Independence Square Advisors

Org chart

Teams

Wealth Management

Executive Leadership

Offices

Independence Square Advisors

Org chart

Teams

Wealth Management

Executive Leadership

Offices

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