Who We Serve
We provide our comprehensive wealth planning solution to select families, individuals, non-profit organizations, trustees, and the sponsors of 401(k), 403(b), and other qualified retirement plans.
Families & Individuals
Our goal is to develop a life-long partnership as your trusted advisor. Every family and individual has unique values, goals and priorities; therefore, our process begins with a commitment to listen. We want to get to know you and understand your aspirations.
Non-Profits and Donor Advised Funds
We have a passion to serve those who are working to make our communities and world a better place. As a fiduciary, our investment management solution provides peace of mind so that you can focus on achieving the mission to which you have been called.
Trusts and 401K Plan Sponsors
Today’s trustees and retirement plan sponsors face an increasing burden as fiduciaries to comply with various mandates such as fee disclosures and low-cost investment options.
What We Do
Wisdom Index Advisors is a fee-only wealth management firm committed to helping you Walk in Wisdom®.
Walking in Wisdom® is our proprietary approach to wealth planning and investment management - it is connecting your values and goals to foundational truths and investment science.
Wisdom Index®
The Wisdom Index® is our proprietary wealth planning tool that provides an objective framework to illustrate the bigger picture and ultimately align our client’s financial resources with their life’s priorities.
Wisdom Principles
Our wealth planning process and Wisdom Index® are built upon tried-and-true principles that are not our own but come from the Book of Wisdom.
Investment Science
Our investment philosophy is based upon Nobel-prize winning, academic research not Wall Street forecasts.
Organic Advice
Our advice is “organic” because we intentionally eliminate the additives and fillers. Frequently investment advice includes inherent conflicts of interest due to commissions and kickbacks.
