Independence Wealth Group

Independence Wealth Group is a registered investment advisor based in San Antonio, Texas, founded and owned by George A. Hinojosa. The firm offers both portfolio management and holistic financial planning services, helping clients work toward their financial goals. Independence Wealth Group builds customized investment portfolios using fundamental analysis and a strategic asset allocation framework, utilizing stocks, bonds, mutual funds, exchange-traded funds, unit investment trusts, and real estate investment trusts. In addition to managing investments, the firm reviews all aspects of a client's financial life, including savings, retirement plans, real estate, liabilities, and insurance needs, while coordinating with certified public accountants and estate planning attorneys. The firm serves various types of accounts, including personal accounts, retirement accounts, trusts, and education plans, with no minimum account size required.