Our Story

Independence Wealth Services Sign

Following through on a dream to provide clients with truly comprehensive and independent financial planning, Jon Walton founded Independence Wealth Services in 1994 as a sole practitioner. The long-term goal was always to have a practice capable of spanning generations, and the firm has since expanded to achieve this vision.

Now that we have three generations of planners on the team, we serve clients wherever they are in their financial journey. Today, we work with many financially independent families and individuals who have entrusted us with their financial plans.

At Independence Wealth Services, we guide our clients to their financial independence by focusing on these CORE PRINCIPLES:

CLIENT FOCUS
IWS works on behalf of our clients' best interest, and our firm is not tied to any producers of products. We focus solely on you and your needs.

EXPERTISE
IWS advisors have the knowledge and experience to provide solid advice and exceptional service.

COMPREHENSIVENESS
The plan IWS creates for you will address your special life goals. It will be continuously updated to be sensitive to the ever-changing legal and tax landscape.

TRANSPARENCY
IWS clients enjoy 24/7 access to their financial data with fast and accurate answers to questions. IWS commits to a very strict disclosure of our compensation. Any conflicts of interest will be disclosed in advance of any decisions.

PERSONALIZED SERVICE
The IWS suite of services includes:

Helping you define your financial goals
Establishing a comprehensive financial plan to help you achieve your goals
Ongoing monitoring and managing of your investment portfolio
Keeping you informed and answering your questions promptly
Coordinating with your team of financial professionals (CPA, attorney, etc.)
Reporting real-time results to you regularly

TEAM APPROACH
IWS will design and call the plays to get the ball to the goals you define, such as early retirement, travel, education, and charitable giving. IWS takes a broad view of your financial goals, not just to increase the value of your investments. We will take the lead in coordinating efforts between your CPA and legal team. We want to protect your assets, minimize taxes, and make sure that you have a dependable source of income to help you achieve your financial independence.

We believe clients who start with IWS stay with us because we care for their financial lives as if they were our own. Many long-standing clients are now good friends who we believe are able to enjoy a greater sense of financial confidence today compared with when we first met. We strive to help our clients not only achieve their financial independence but go beyond. Having a comprehensive plan with regular monitoring and communication has helped IWS clients continue toward their goals, through both rewarding and turbulent times.