A complete list of active advisors currently associated with Wisdom Index Advisors

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

Wisdom Index Advisors serves individuals (including high-net-worth clients), corporations, and small businesses with integrated Wealth Management, project-based Investment Consulting, and Retirement Plan Services. Its core offering combines ongoing discretionary portfolio management with advanced financial planning summarized through the firm’s proprietary Wisdom Index®. The firm’s investment approach is evidence-based and long-term, emphasizing broad diversification, strategic asset allocation, and disciplined rebalancing while typically using mutual funds, ETFs, and, when appropriate, interval funds. Portfolios are managed under written Investment Policy Statements on a discretionary basis and the firm generally favors passive, buy-and-hold strategies with a focus on shorter-duration, investment-grade fixed income. Noteworthy for a firm of its scale, it operates as a solo advisor while overseeing roughly $221 million in discretionary assets across about 184 client relationships, and it provides retirement-plan fiduciary services that can include acting as an ERISA Section 3(38) investment manager. The use of the Wisdom Index® to calculate present-value funding ratios across multiple planning areas, combined with both individual wealth management and plan-level fiduciary authority plus project consulting, distinguishes its practice relative to many peers.

To learn more about the advisors currently working at Wisdom Index Advisors, 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.

Name	Location	Years of experience
Michael Davidson	Prosper, TX	24

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