Wisdom Index Advisors is a fee-only wealth management firm based in Prosper, TX, dedicated to helping individuals, families, non-profit organizations, and plan sponsors make wise financial decisions. Their proprietary approach, called Walking in Wisdom, combines foundational truths from the Book of Wisdom with investment science to align clients' values and goals with their financial resources. With a team of experienced advisors, Wisdom Index Advisors offers organic advice free from conflicts of interest and is committed to developing lifelong partnerships with their clients.
They provide comprehensive wealth planning solutions, including their proprietary wealth planning tool, the Wisdom Index, to help clients gain a bigger picture of their financial situation and prioritize their life's goals. Their investment philosophy is based on Nobel-prize winning academic research, and they serve as fiduciaries for their clients, ensuring peace of mind and a focus on achieving their clients' missions. Whether it's individuals, families, non-profits, or plan sponsors, Wisdom Index Advisors is dedicated to helping their clients walk in wisdom with their money.
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