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Independence Wealth

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  • Who We Are
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    • Work Optional
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Fidelity
eMoney Portal
Black Diamond Performance and Billing

Comprehensive wealth
management for families and
business owners

Retire confidently with a strategic, educational plan

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What are you hoping to achieve?

Everyone has a story. We want to hear yours.

Approach retirement with a
plan that factors in your
unique goals and
objectives.

Delegate your wealth
management to an
experienced professional

Reduce the amount of taxes
you pay to maximize
your income and estate

What we do

Spend time doing what you care about most,
and let us handle your wealth management 

Now that you're getting closer to retirement, you need an expert to manage your money in a way that makes all your hard work pay off.

Our comprehensive Independence Wealth Blueprint™ plans are educational, strategic, and flexible, which gives you the ability to enjoy your life without worrying about your finances.

Explore Our Services

Client success stories

See how our comprehensive plans have helped others retire confidently

Making Work Optional

Mark and Jen, both successful professionals in their late-50s, wanted to take time to travel and enjoy life more but weren’t sure they wanted to completely stop working. 

View Success Story

Business Owners in
Transition

Alex owned a successful business and as he and his wife, Linda, prepared for retirement they wanted an exit strategy that allowed Alex to benefit from his years of hard work building the business and to transition it to their son that had been working with Alex for the last five years.

View Success Story

Stay Retired

After diligently accumulating wealth through their working years, Troy and Diane wanted to start to benefit from the years of scrimping and saving to spend more with their four children and seven grandchildren.

View Success Story

Attend our Retire Well Workshop

When you attend the workshop, you’ll discover:
  • How to protect yourself from the top 3 “retirement killers”: unexpected taxes, mismanaged social security, and underperforming investment vehicles.
  • What you can do to safely and strategically max out your social security benefits and claim back as much of your hard-earned cash as possible.
  • How to spot the difference between an investment that will keep paying off throughout your retirement and one that will underperform, dragging you back to the workforce.

Attend This Workshop

Who we are

Our goal is to simplify your finances so you can enjoy
life to the fullest.

Independence Wealth was founded out of a desire to help others navigate their personal and financial decisions, no matter how big or small.

We want to get to know you so we can help you reach your goals, whether that be to help your grandkids pay for college, maintain your lifestyle in retirement, travel, or explore a new hobby.

Learn More About Us

Eric Nelson CFP®, CEPA

Why Independence Wealth?

Always:

  • Independent Fiduciary Financial Advisor
  • Customized Solutions Unique to your situation
  • Disciplined Planning Approach

Never:

  • Cookie cutter solutions
  • Hidden conflicts of interest
  • Charge hidden fees

Start the conversation

Schedule a consultation to learn about how we can help

Book a complimentary
consultation

Review your goals and
analyze your finances

Implement your plan,
and we'll monitor and
adjust as needed 

Schedule A Consultation

7 Steps You Should Take
Before Retirement

The guide will offer you 7 simple steps to take prior to retirement so that you better understand where to focus your attention and what to do to prepare for a seamless transition into your post-career lifestyle.  

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Get In Touch

Info@Independence-Wealth.Com

(856) 229-9295

221 Laurel Road, Suite 180,
Voorhees, NJ 08043

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Certified Financial Planner

Independence Wealth Advisory Services LLC (“IWAS”) is a registered investment adviser offering advisory services in the State of New Jersey and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by IWAS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of IWAS, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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