Independence Wealth Advisors

Independence Wealth Advisors is a Financial Planner in Independence, KY. The firm provides independent, objective financial advice and a full range of investment and financial services. Its specialties include retirement planning, asset management, tax planning, long‑term care, life insurance, estate and legacy planning, and strategies such as the 351 Exchange. The practice serves individuals and families seeking guidance at any stage of their financial journey, with a particular emphasis on helping clients achieve confidence in retirement.

The advisory team operates as a fiduciary, placing clients’ best interests ahead of its own. Collectively the professionals bring more than 50 years of financial‑industry experience to each relationship, offering ongoing education and personalized guidance. Their process moves through six phases, discovery, analysis and blueprint, engagement, initial plan review, comprehensive plan presentation, and regular progress reviews, to develop and maintain tailored financial strategies. In addition to one‑on‑one consulting, the firm produces a podcast titled “Retire Right: Ohio’s Guide to Financial Independence,” delivering retirement insights and commentary directly to listeners. The firm’s commitment to unbiased advice is reinforced by its access to a wide array of investment solutions and its focus on building long‑lasting client relationships.

With a dedicated focus on retirement planning and a seasoned team that emphasizes education and fiduciary responsibility, Independence Wealth Advisors stands out as a trusted financial resource for residents of Independence, KY.

Services:

• Asset Management
• Estate and Legacy Planning
• Life Insurance
• Retirement Planning
• Tax Planning