A complete list of active advisors currently associated with Independence Wealth Advisors, LLC

Warmer can help you find a great advisor at Independence Wealth Advisors, LLC or one who fits your needs even better.

Independence Wealth Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth clients, and retirement/profit‑sharing plans, and gives clients access to reporting tools such as eMoney. The firm prepares individualized Investment Policy Statements and implements model allocations and third‑party manager recommendations to match each client’s goals and risk tolerance. IWA manages accounts using a broad set of analytical methods — including fundamental, quantitative, technical, charting and modern portfolio theory — and implements strategies that can include long‑ and short‑term trading, options and margin when appropriate. For held‑away assets such as 401(k)s and HSAs, the firm uses an Order Management System (Pontera) to monitor, rebalance and implement strategies, and it also engages third‑party managers (including Parametric) for certain mandates. Noteworthy distinctions include the firm’s requirement that clients use specific custodians (Charles Schwab Advisor Services and the recently added Altruist) and its participation in Schwab’s institutional program, a disclosure that its representatives are licensed to sell insurance products (which may create conflicts of interest), and the firm’s stated practice of not aggregating trades across client accounts. IWA also notes it has no stated account minimums and requires active links for held‑away account management, with fees potentially continuing if links become inactive.

To learn more about the advisors currently working at Independence Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.