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Joseph B. Elliott, III, CFP®, AIF®

Joseph B. Elliott, III, CFP®, AIF®


Joe Elliott is the Founding and Managing Partner of Independence Square Advisors, a boutique advisory and investment management firm specializing in 401(k) plan sponsorship. He has over 20 years of experience providing individuals and institutions with strategies to help them pursue their corporate retirement plan objectives.

Joe is currently serving on the board of Private Advisor Group, a registered Investment Advisor organization located in Morristown, NJ which manages the securities and regulatory requirements of over 500 advisors throughout the USA. He is also very active with Entrepreneur’s Organization (EO), serving as a former board member of the Philadelphia chapter. He has been a volunteer officer and fund raiser with various non-profit organizations and is currently a member of the fundraising committee at The Mann Music Center.

Joe is a graduate of James Madison University and has a bachelor's degree in finance and maintains the CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®) and Accredited investment Fiduciary® (AIF®) industry designations.

Joe and his family reside in Ardmore PA. When Joe is not meeting with clients, he enjoys spending time with wife Kristin and their daughters, Samantha, Morgan and Kayla at the Eastern Shore. In his spare time you can find Joe at The Philadelphia Cricket Club looking for his golf ball.