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Independence Wealth Services

Wealth advisory firm coaching business owners, executives, and legal and medical professionals on their finances

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About Independence Wealth Services

Independence Wealth Services is a financial planning and wealth advisory firm. It works with busy, successful people who have built up assets but do not want to spend their spare time managing them.

What Independence Wealth Services offers

  • Financial planning: help with planning for the future, delivered by CERTIFIED FINANCIAL PLANNER professionals.
  • Personal coaching: early meetings are spent understanding a client's concerns, fears and hopes before advice is given.
  • Business owner guidance: support with pressing company issues, drawing on the advisers' MBAs.
  • Asset guidance: advice for retired and working clients on using and keeping what they have accumulated.

Who it serves

Business owners, corporate executives, and legal and medical professionals.

Key facts

  • Advisers: Jon Walton and Mike Boyle
  • Credentials: CERTIFIED FINANCIAL PLANNER professionals, with MBA training
  • Approach: client relationships that begin with getting to know the person

Profile written by TrustList from the business's own published information, Oct 2026.

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