A complete list of active advisors currently associated with Index Wealth Advisors, LLC

Warmer can help you find a great advisor at Index Wealth Advisors, LLC or one who fits your needs even better.

Index Wealth Advisors provides discretionary investment management and related financial planning to individuals and institutions, including trusts, foundations, pension and profit-sharing plans. Services emphasize portfolios of passively managed or index mutual funds, with occasional limited-scope hourly planning engagements and tax‑efficient investment guidance. The firm builds globally diversified index portfolios using Modern Portfolio Theory and a multi‑factor framework that intentionally tilts toward smaller‑cap and value‑oriented equities; asset allocation is determined by a Risk Capacity Survey that considers five dimensions of risk. Accounts are monitored and rebalanced as needed, with quarterly performance reports and periodic reviews documented in the brochure. Noteworthy details in the brochure include the firm’s use of Dimensional Fund Advisors’ analytics and educational resources (webinars and conferences) to support client education and reporting, and its stated practice of providing annual disclosures in addition to regular client communications. The brochure also discloses an uncommon outside activity for a firm of this size: one principal maintains a separate life, health, and disability insurance practice (reported as taking under 1% of time).

To learn more about the advisors currently working at Index Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.