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Wisdom Index Advisors is a fee-only wealth management firm based in Dallas, TX, dedicated to helping families, individuals, non-profit organizations, trustees, and retirement plan sponsors navigate their financial landscapes. Their unique approach, known as Walking in Wisdom, aligns clients' financial resources with their life priorities through a proprietary tool called the Wisdom Index, founded on principles from the Book of Wisdom and Nobel-prize winning investment research.
With a commitment to organic advice, Wisdom Index Advisors eliminates conflicts of interest often found in traditional investment strategies, allowing clients to focus on their goals without distractions. Their wealth planning process begins with a complimentary introductory meeting to understand each client's unique values and aspirations.
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