Financial Innovations
Financial Innovations, located in Prosper, TX, is a fee-only wealth management firm dedicated to providing comprehensive wealth planning solutions to families, individuals, non-profit organizations, trustees, and sponsors of retirement plans. Their unique approach, "Walking in Wisdom," aligns clients' financial resources with their values and goals, using their proprietary Wisdom Index as a guiding framework.
Committed to serving clients with integrity, the firm emphasizes organic advice, free from conflicts of interest, and grounded in investment science based on Nobel-prize winning research. They strive to build long-term partnerships by understanding each client's unique aspirations and delivering tailored investment management solutions.
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