Financial Innovations

At Wisdom Index Advisors, we are a fee-only wealth management firm dedicated to helping our clients Walk in Wisdom. Our comprehensive wealth planning solution is designed to connect your values and goals to foundational truths and investment science. We prioritize our clients' needs, care for those entrusted to us, and believe in the importance of family and putting those relationships first.

Our Values

Our values are built on the principles of being a good shepherd, prioritizing our clients' needs, and caring for those entrusted to us. We believe in foundational truths and implement that in our planning and investment decisions. We understand that process matters and have developed the Wisdom Index tool to measure what really matters. We believe in discipline, teamwork, and dedication, which are essential to building success.

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. Our goal is to develop a life-long partnership as your trusted advisor. We want to get to know you and understand your aspirations, whether you're a family or individual, a non-profit organization, or a trustee or plan sponsor.

What We Do

Our proprietary approach to wealth planning and investment management is called Walking in Wisdom. This approach connects your values and goals to foundational truths and investment science. Our Wisdom Index is a 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. We believe in organic advice, eliminating additives and fillers, and inheriting conflicts of interest due to commissions and kickbacks. Our investment philosophy is based on Nobel-prize winning, academic research, not Wall Street forecasts.

Our Services

Our services start with a complimentary introductory meeting, where we get to know you and understand your aspirations. We then provide a comprehensive wealth planning solution that includes our proprietary Wisdom Index tool, investment science, and organic advice. Our goal is to help you Walk in Wisdom, connecting your values and goals to foundational truths and investment science.