Planning Today for a Better Tomorrow

Our Philosophy
Independence Financial Services is a financial planning and wealth management firm dedicated to helping you plan today for a better tomorrow. Our logo is the compass rose. We chose this symbol because it represents what we do for those who place their trust in us.
Like any true compass, we provide direction. We do this by understanding you and your goals. Next, we customize and charter a course by making specific recommendations. While underway, we track your progress by utilizing financial planning software and tools. Life is unpredictable, so we are always here to help you re-route, if necessary.
Maintaining and exceeding the highest standards of compliance and integrity is important to us. Our promise is to do for you what we would do for ourselves in like circumstance. The old saying is, “no one cares how much you know until they know how much you care."

Ranked Top 100 RIA Firms in America*2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018
Through our affiliation with Private Advisor Group, our firm has access to industry-leading services and resources, to enhance our services to you, inspire growth, fiduciary adherence, and help us to stay connected with a nationwide community of peers in the financial profession. Private Advisor Group has been recognized by Barron’s as one of the top 100 registered investment advisory (RIA) firms on the publication’s listing of “2025 Top 100 RIA Firms.”
* Barron’s “Top 100 RIA Firms” ranking is based on both quantitative and qualitative criteria, including regulatory records, client retention, assets under management, revenue, number of clients and staff, among other factors. Investor experience and investment returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion. The ranking, announced September 15, 2025, reflects data from July 1, 2024, to June 30, 2025. This recognition is not indicative of future performance and may not reflect the experience of all clients. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial. Read More
Wealth Management
Independence Financial Services builds portfolios that align with your risk tolerance, time horizon, and liquidity needs.
Financial Planning
Independence Financial Services creates a financial plan to keep you on track to your goals.
Business Planning
Independence Financial Services consults with you on complex areas of your business.
Online Access Client Portal
Account View is our client portal that allows investors to see their account(s) in real time, view statements, tax forms, and opt for e-delivery. Login using your desktop or mobile device.
Stay up to Date with our Weekly Market Commentary
Keeping our clients informed and educated is a priority. Each week, we provide a free weekly market commentary on how current events are effecting the markets both domestically and internationally.
