Dakota
Dakota
Book a Demo
Talk to an Expert

Independence Financial Services

EST. AUM
$500,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Cleveland
CRD Number
Website independencefinancialservices.com
Client types

Overview

Independence Financial Services is a Cleveland-area wealth management and planning firm dedicated to helping clients navigate their financial futures with clarity, direction, and integrity. The firm emphasizes comprehensive planning—covering retirement income, investment management, education funding, and legacy strategies—under a fiduciary framework supported by Private Advisor Group. Independence Financial Services uses technology and planning tools to track progress toward client goals, and meets regularly to adjust the course as life evolves. The firm values transparent communication, personalized service, and aligning recommendations with what the advisors would do in their own families’ circumstances.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy