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Independence Advisors, LLC Has Merged with Modera Wealth Management, LLC We are pleased to announce that Independence Advisors officially merged with Modera Wealth Management on December 31, 2020. Our client portal can be accessed by clicking here. The Wealth Cast Podcast can be accessed by clicking here. Independence Advisors and Modera share the same investment approach and wealth management philosophy, and are both dedicated to providing independent, fee-only advice to you. The merger will enhance …

Categories: Finance/Banking
Topics: independence advisors

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Independence Wealth Advisors | Freedom of Choice. Freedom of Mind.
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iwadirect.com
Home — Independence Wealth Advisors — Independence, OH; Boardman, OH
Independence Wealth Advisors is an independent financial firm offering clients in Ohio a wide range of financial and retirement planning services.

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iwadvisors.com
Independence Wealth Services
At Independence Wealth Advisors, we tend to work with busy people. They might be business owners, or corporate, legal and medical executives. But they’ve all worked hard, to get to where they are now. Our clients have accumulated assets, but they don’t want to spend their valuable free time worrying about them. That’s where we come in. We help our clients make the most of the time and financial resources they have now, and offer guidance and expertise to help them keep those assets in the future. Clients with whom we work with best understand the importance of personal coaching, where a significant amount of time is spent listening to clients and getting to know clients, before any strategy or detailed work starts. Clients come to us for not only our technical expertise, but for our care and skill at proactively leading them forward in a world of information overload and uncertainty.

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moderawealth.com
Modera Fiduciary Wealth Management Financial Advisors - Fee-Only Financial Planners & Financial Consultants Near You
Since 1983, Modera's certified wealth management and fiduciary financial advisors have helped thousands of clients through investment management, estate planning, risk management, income tax strategy, retirement planning, and more. We are fee-only Registered Investment Advisers. True fiduciary financial consultants who make objective and transparent financial recommendations. Call today to see how we can help manage and grow your wealth.

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