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Text Content

 *   blog
 *   Join The Team
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 *   703-752-6000
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 * Home
 * Our Clients
   * Why Clients Choose Us
 * Our Services
   * Retirement Planning
   * Life-Long Financial Planning
   * Investment Management
 * About Us
   * What Sets Us Apart?
   * Our Story
   * Our Approach
   * How We Work
   * Who We Are?
     * Meet Our Team
   * FAQ
 * Resources
   * Blog: Fluent in Fiduciary
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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.





 * Freedom
   
   Rely on financial advisors who sit on your side of the table, with no
   conflicts of interest.
   
   Enjoy the life you’ve always dreamed of.
   
   Find out why
   

 * Freedom
   
   Rely on financial advisors who sit on your side of the table, with no
   conflicts of interest.
   
   Enjoy the life you’ve always dreamed of.
   
   Find out why
   

 * Freedom
   
   Rely on financial advisors who sit on your side of the table, with no
   conflicts of interest.
   
   Enjoy the life you’ve always dreamed of.
   
   Find out why
   

 * Family
   
   Enjoy service beyond expectations.
   
   
   
   The rewards of cherished time together. Your family legacy. We’ll help devise
   a strategy so you have the means to achieve it.
   
   Find out why
   

 * Family
   
   Enjoy service beyond expectations.
   
   
   
   The rewards of cherished time together. Your family legacy. We’ll help devise
   a strategy so you have the means to achieve it.
   
   Find out why
   

 * Family
   
   Enjoy service beyond expectations.
   
   
   
   The rewards of cherished time together. Your family legacy. We’ll help devise
   a strategy so you have the means to achieve it.
   
   Find out why
   

 * Finally
   
   Why wait? Start planning now.
   
   
   
   Your retirement decisions. Our thorough approach. It just fits.
   
   
   Find out why
   

 * Finally
   
   Why wait? Start planning now.
   
   
   
   Your retirement decisions. Our thorough approach. It just fits.
   
   
   Find out why
   

 * Finally
   
   Why wait? Start planning now.
   
   
   
   Your retirement decisions. Our thorough approach. It just fits.
   
   
   Find out why
   


 * A MORE REFRESHING APPROACH TO WEALTH MANAGEMENT AND FINANCIAL PLANNING
   
   
   


 * A MORE REFRESHING APPROACH TO WEALTH MANAGEMENT AND FINANCIAL PLANNING
   
   
   


 * A MORE REFRESHING APPROACH TO WEALTH MANAGEMENT AND FINANCIAL PLANNING
   
   
   

 * 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.
   
   
   
   Free Portfolio Risk Analysis
   
   
   
   Learn more

 * 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.
   
   
   
   Free Portfolio Risk Analysis
   
   
   
   Learn more

 * 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.
   
   
   
   Free Portfolio Risk Analysis
   
   
   
   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


MUTUAL FUND SHARE CLASSES AND ALPHABET SOUP

Do you know what mutual fund share classes are? And why they’re like alphabet
soup?
Our video provides key information that each investor should know regarding A,
B, C, I and R Shares.



Do you know what mutual fund share classes are? And why they’re like alphabet
soup?
Our video provides key information that each investor should know regarding A,
B, C, I and R Shares.

Understanding and evaluating the broad, future-oriented picture, consistent with
where a client is currently and where they are headed. Often times, clients are
not entirely sure of the future and need guidance in envisioning it.

Having and evaluating the proper modeling and implementation tools available to
help clients traverse from where they are to where they are going.

Knowing when and how to change directoions being effective at course
corrections.


RECENT POSTS

2021 QUARTER 2 REVIEW

Friday, July 9th, 2021


2021 QUARTER 1 REVIEW

Wednesday, April 7th, 2021


2020 QUARTER 4 REVIEW

Friday, January 8th, 2021



ABOUT US

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.

Learn how we're different


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