About Us

Why Independence? 

Your Personal Goals Drive the Process

Our typical client is an individual or institution that is looking for an advisor offering trustworthy advice. We strive to educate our clients and arm them with the information they need to make intelligent decisions about their wealth.

A Holistic Approach Geared To Your Needs

Our first priority is to get to know you personally and understand your family’s circumstances through our careful, methodical wealth management process. With a complete understanding of your financial picture, we can intelligently tailor a plan for you. 

Our Unique, Sophisticated Approach

You can trust us with the complexities of your entire financial picture, including portfolio management, financial planning, investment advice, estate planning, retirement/business succession, tax planning, and insurance. Because we've got the expertise, which we apply in an integrated, sophisticated manner, you’ll gain the benefit of methods that sophisticated investors have used for years.

You have already taken the first step in opening a dialog with Independence Advisors. We welcome the opportunity to discover how we can meet your needs.