Independence Wealth Group

Overview

Independence Wealth Group is an independent, LLC-structured registered investment adviser serving individuals and families. The firm is owner-operated and charges fees as a percentage of assets under management. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm also acts as an insurance broker, indicating a product distribution role alongside discretionary portfolio management. Independence Wealth Group is not positioned as a multi-state adviser or pension consultant, and it does not identify as an active ESG investor or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices