Shane P. Smith
Wealth Advisor at Independence Square Advisors
- Role
- Wealth Advisor at Independence Square Advisors
- Location
- Pottstown, PA, US
- LinkedIn followers
- 500 followers
About Shane P. Smith
The Philadelphia Group is now Independence Square Advisors. We provide comprehensive, independent Wealth Management Services, serving the needs of business owners, wealthy families, and affluent professionals.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Securities offered through LPL Financial, member FINRA /SIPC. For hyperlinks to FINRA and SIPC, please refer to \'Contact Info\' section above. Investment advice offered through advisory services offered through Independence Square Holdings, a registered investment advisor. Independence Square Holdings and Independence Square Advisors are separate entities from LPL Financial.The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: DE, FL and PA. Office Phone: 61••••••00Specialties: 401(k) Plan Design Assistance and ConsultingRetirement StrategiesGroup BenefitsPersonal InsuranceBusiness SuccessionAsset Allocation StrategiesEstate Conservation StrategiesExecutive Benefit StrategiesPhilanthropic Gift StrategiesCompliance
Experience
Wealth Advisor
Oct 2010 — Present · King of Prussia, PA, US
Education
Cornell University
BS, Civil & Environmental Engineering
1989 — 1993
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