TOP 4 REASONS YOU SHOULD HIRE A RIA:
Follows the "Fiduciary Standard of Care":
Required to act soley in your best interests when offering advice.
In the business of providing advice.
Compensated by FEES ONLY; all of which are FULLY DISCOSED with NO COMMISSIONS on investment products.
Independent, not owned by another company.
As a Registered Investment Advisory Firm, we serve as your fiduciary, which means we act in your best interests. Our clients have peace of mind knowing we place their best interests first, always.
your personal fiduciary
WE HELP EVERYDAY PEOPLE,
BECOME POWERFUL INVESTORS.
When you invest with Index Wealth Advisors, you'll become a powerful investor armed with the facts for investing success. You'll get a custom portfolio tailored to your individual financial needs. Instead of commissions, you'll just pay one annual fee for our advice and services. Since our account minimum is just $100,000, we cater to the average investor, not just the ultra wealthy.
At Index Wealth Advisors, our job to make investing both easy and understandable. We help people like you, folks who are tired of the games and deceptive business practices pervasive in the retail mutual fund industry.
Our portfolios are efficient, low-cost and academically-tested. We invest time and care to understand you. Our portfolio recommendations are built around your individual investing behavior, risk capacity, and personal financial goals. All three bring the clarity needed for your financial success.
building smart portfolios
We always put you first.
"The optimal portfolio is a globally diversified, tax-managed, small and value tilted mix of index funds matched to your unique risk tolerance."
FREE PORTFOLIO REVIEW
There is no charge to meet with an Index Wealth Advisor. We are happy to examine your current investments and give you a free portfolio review. You'll learn if you're taking too much risk, paying too much or suffering returns that are too low to meet your financial goals. Contact us today so we can give you your free portfolio review.
Work With Index Wealth Advisors
If you're the owner or senior executive of a small or mid-sized company, you should consider The Index Wealth Advisors 401(k) Plan. Our plan helps companies deliver a valuable benefit to your employees. Our red carpet enrollment and on-going service makes employees feel heard and valued. Each employee participant receives one-on-one counseling, personalized enrollment and ongoing education services. We're on your team, helping you attract and retain quality staff.
The Index Wealth Advisors 401(k) Plan
5330 College Boulevard
Leawood, KS 66211
Whether you're a family with a cause close to your heart or a non-profit with wide-reaching philanthropic goals, we can help. Index Wealth Advisors knows how hard it can be to raise funds for an organization, foundation, association or non-profit group. We prudently and responisibly manage your assets according to your organization's mission. We care about giving back to our community, that's why we perform this vital task for clients.