Everything the modern Dad needs to navigate the turbulent financial waters of being a parent in today's economy.
Raising a family is different these days
New Book coming soon!
more about Zach
Hello! I’m Zach, a practicing Certified Financial Planner Professional and a Chartered Financial Analyst with over a decade of experience helping clients make sense of the complexities in their financial lives. I am the Chief Investment Officer of Independence Square Advisors and ISQ Capital.
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Graciously shared
— Amy S.
— Fred D.
“Zach is so easy to understand and very knowledgeable. I would recommend him without hesitation."
“My sister raved about you following her consultation. Steve showed excellent taste in bringing you on as a partner. Thank you so much for your intelligent and compassionate guidance."
“Excellent service! "
"Zach Mineur has been championing my financial investments since his arrival. He is accessible, communicative, and incredibly knowledgeable. He has an awareness of my goals and continues to guide my investments, divestments and trusts with forethought and care. I so appreciate him."
— Mike S.
Current clients of Independence Square Advisors. No cash or non-cash compensation was provided for this testimonial. Other than the reviewer’s client relationship with the firm, the firm is not aware of any material conflicts of interest associated with this testimonial. This testimonial reflects the reviewer’s individual experience and may not represent the experience of other clients. It is not a guarantee of future investment performance or success. All investing involves risk, including possible loss of principal.
— Sally S.