Freedom of Choice.

Freedom of Mind.

Independence Wealth Advisors realizes that the greatest formula for growth lies in personal choice. That's why our professional advice, timely information and open access to resources allow you to choose, with our guidance, the best way to achieve your future.

Family. Freedom. Finally.

We help make your dreams become your reality.

Are All Financial Advisors Alike?

Hardly. Some don’t offer you the most appropriate choices because their interests conflict with yours.

Others invest your money without a comprehensive strategy to guide them, seemingly unwilling to analyze all the high-level issues that can impact your future.

You deserve better. Discover how unbiased advice without compromise, a central focus on strategic planning, and an attentive relationship-based approach to meeting your needs can help you live your dreams. Learn more

Assessing investment risk
is the first important step
in portfolio construction.

Try our approach—
assess your risk now.

Learn more

Fiduciary care with no bias. No conflicts. The clients best interest is our only interest.

“We excel at creating strategies that are unique, achievable and measureable—a stark contrast in an industry that is typically focused on products, sales, and lack of transparency. Few in the financial services industry focus on strategy for their clients. Strategy doesn’t sell in financial services—you can’t put a price tag on it or attach a commission to it, but having an effective, personalized strategy for clients can mean all the difference in the ultimate achievement of the lifestyle client’s wish to lead.”

~ Kathy Duffy

Freedom of Choice.

Freedom of Mind.

A more refreshing approach to wealth management and financial planning

Fiduciary care with no bias. No conflicts. The clients best interest is our only interest.

2023 Quarter 4 Review

2023 Quarter 3 Review

2023 Quarter 2 Review