We Are a Fee-Only Fiduciary Financial Planner
You'll never pay commissions.
How do we make a living? Simple. By charging a percentage of the assets that we manage on your behalf.
Since we're true fiduciaries, our success is automatically tied to your portfolio's success. In some cases, we charge a flat annual fee for our work, and if you have questions, you can see your investment returns with transparent reporting. That helps you know exactly what you're paying.
At Index Wealth Advisors, we are a fee-only fiduciary financial planner. What does that mean in everyday terms? It means you'll never pay commissions. Ever. You don't have to worry about kickbacks or bonuses because we're selling you one financial product over another.
It means 100% transparency on how we take care of you and how it impacts your money. We go to great lengths to keep costs reasonable for our clients. We provide portfolio trading in line with industry standards. We would never use a mutual fund with sales charges, like 12b-1 or any kind of front-end or back-end loads. We also offer rare tax-managed mutual funds for after-tax brokerage accounts.
How do we make a living? Simple. By charging a percentage of the assets that we manage on your behalf.
Since we're true fiduciaries, our success is automatically tied to your portfolio's success. In some cases, we charge a flat annual fee for our work, and if you have questions, you can see your investment returns with transparent reporting. That helps you know exactly what you're paying.
How do we make a living? Simple. By charging a percentage of the assets that we manage on your behalf.
Since we're true fiduciaries, our success is automatically tied to your portfolio's success. In some cases, we charge a flat annual fee for our work, and if you have questions, you can see your investment returns with transparent reporting. That helps you know exactly what you're paying.
Working with a Financial Advisor
We Make it Easy and Empowering
We aim to treat you like we want to be treated. Your trust may be the most valuable asset to our firm. Trust and finances have a dynamic relationship. If trust erodes, finances fail, and relationships break. Being a fiduciary means we value your investments, attention, time, and most of all, trust with utmost care.
Most importantly, the relationship with your Financial Advisor should be built on trust.
You don't want just a wealth manager -- you need a true financial partnership built around your goals and future. What you also don't need is an inexperienced advisor who's testing the latest theories on your portfolio. We bring decades of experience helping clients just like you navigate all the seasons and situations of life and the stock market.
Fiduciary
A person or organization that acts on behalf of another person or persons, putting their clients' interest ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the other's best interests.
Our Approach to Wealth Management
Our relationship with you is one of trust, honor, and mutual respect. We want all clients to experience a life that is better as a result of working with us. After all, your success is our success. We are in this together.
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PERSONALIZED FINANCIAL INSIGHT THAT FITS YOUR FUTURE GOALS
One-size-fits-all rarely works for clothing - why would anyone think that's a great approach to your money? You deserve personalized insight for making informed decisions for your financial future.
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MINIMIZED TAX LIABILITIES - BECAUSE UNCLE SAM ISN'T ALWAYS GREAT WITH MONEY
We believe that minimizing your tax obligation is one of our clearest opportunities to add value. Our advisors possess a depth of knowledge on the topic that from our experience, in rare in the industry. In almost every case we can provide meaningful cost savings, strategies to increase their net worth or both for our clients over time through proactive tax planning
WORLD-CLASS INVESTMENT EXPERIENCE
We combine decades of data and our experience to empower you with the right information. Your Investment Team works hard to build low-cost, high-performing, well-diversified portfolios of investments. The end goal? A portfolio built to weather any market cycle.
CARE FOR YOUR FINANCES BEYOND THIS LIFE
Almost no one loves the idea of estate and legacy planning, but when we do it right, your family and loved ones will know you cared about their future more than anyone else.
No surprises. No hidden charges. Just full transparency. We like it that way - and we know you will too.
We haven't raised our fees in over two decades because we understand cost matters. We manage our business like our portfolios - to withstand inflation, market cycles, political change, and global events.
We haven't raised our fees in over two decades because we understand cost matters. We manage our business like our portfolios - to withstand inflation, market cycles, political change, and global events.
CAREERS