A complete list of active advisors currently associated with Independence Wealth

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

Independence Wealth provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business owners. Services include tailored portfolio management, written financial plans, business planning and exit-planning work, and ancillary insurance product sales for which the firm’s principal is licensed and may receive additional compensation. The firm primarily implements passive, asset-allocation portfolios using index mutual funds and ETFs while also employing fundamental and technical analysis to inform portfolio construction and sector or security decisions. Accounts are managed on a discretionary basis and guided by client-specific investment policy statements that address goals, time horizons, risk tolerance, tax considerations, and liquidity needs. Noteworthy features for a firm of this size include an approximately $80.7 million asset base serving about 100 clients and a relatively high household account minimum, which signals a focus on larger advisory relationships. The principal holds an exit-planning credential (CEPA) and the firm relies on an external back-office provider; the practice is a solo-advisor operation with limited succession arrangements disclosed in its continuity plan, a detail prospective clients may consider.

To learn more about the advisors currently working at Independence Wealth, 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.