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  • Do you have a guide for making wise decisions?

     

  • Not sure where to turn for good advice? We can help.

     

  • Do you have a guide for making wise decisions?

     

   

What We Do

Wisdom Index Advisors is a fee-only wealth management firm committed to helping you Walk in Wisdom®.

Walking in Wisdom™ is our proprietary approach to wealth planning and investment management - it is connecting your values and goals to foundational truths and investment science. 

 

Wisdom Index®

The Wisdom Index® is our proprietary wealth planning tool that provides an objective framework to illustrate the bigger picture and ultimately align our client’s financial resources with their life’s priorities. 

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Foundational Truths

Our wealth planning process and Wisdom Index® are built upon tried-and-true principles that are not our own but come from the Book of Wisdom.

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Investment Science

Our investment philosophy is based upon Nobel-prize winning, academic research not Wall Street forecasts. 

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Organic Advice

Our advice is “organic” because we intentionally eliminate the additives and fillers. Frequently investment advice includes inherent conflicts of interest due to commissions and kickbacks.

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Who We Serve

We provide our comprehensive wealth planning solution to select families, individuals, non-profit organizations, trustees, and the sponsors of 401(k), 403(b), and other qualified retirement plans.

 

Families & Individuals 

Our goal is to develop a life-long partnership as your trusted advisor.  Every family and individual has unique values, goals and priorities; therefore, our process begins with a commitment to listen. We want to get to know you and understand your aspirations.

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Non-profits & Endowments

We have a passion to serve those who are working to make our communities and world a better place. As a fiduciary, our investment management solution provides peace of mind so that you can focus on achieving the mission to which you have been called.

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Trusts & Plan Sponsors

Today’s trustees and retirement plan sponsors face an increasing burden as fiduciaries to comply with various mandates such as fee disclosures and low-cost investment options.

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Our Team

Learn more about our team who is committed to help you Walk in Wisdom®.

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Michael J. Davidson MEnVE, CFP®, AIF®, CKA®

Wealth Advisor

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Michael J. Davidson MEnVE, CFP®, AIF®, CKA®

Graduating from Texas Tech University with two Engineering degrees, Mike began his career helping businesses, governments and non-profits improve their business processes and financial systems at Arthur Andersen. After leaving Andersen in 2002, Mike founded Wisdom Index Advisors to help clients Walk in Wisdom® with their money.  Mike is a Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Kingdom Advisor (CKA) and currently serves on the board of the Dallas Society of Financial Services Professionals (FSP). Mike has been married for 23 years to his wife Renee and they have three great kids, Luke, Taylor and Will.

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Bio
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Stan Bimmerle
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Stan Bimmerle

Stan graduated from Texas A&M University in College Station with degrees in Finance and Accounting.  He began his career at a Dallas CPA firm where he worked for five years preparing income taxes for businesses, trusts, and individuals.  In addition, he led the firm’s 401(k) plan and school district audits as well as many of the firm’s local bank and small business audits.  Before joining Wisdom Index Advisors, Stan served as a business unit controller at Dallas-based Trinity Industries where he managed accounting, reporting, billing and collections teams supporting Trinity’s $7 billion railcar lease fleet.  Stan is a Certified Public Accountant (CPA) and a Certified Management Accountant (CMA).  He has been married for 13 years to his wife Katie, and they have three wonderful kids, Claire, Blake, and Grace.  Away from the office, Stan enjoys cycling and going on family camping trips and bike rides.

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Bio
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Garrett Williams
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Garrett Williams

Garrett is a recent graduate of Texas A&M University with a degree in Agricultural Business and a minor in Financial Planning. He is currently working towards earning the Certified Financial Planning® designation while gaining invaluable experience to help clients in their journeys towards financial freedom. In his time away from the office, Garrett enjoys spending time with friends and playing pick-up basketball. He is also an avid supporter of Texas A&M Athletics. 

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Chelsi Word

Client Experience Manager

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Chelsi Word

After graduating from Northern Arizona University, Chelsi began her career in financial services over 20 years ago at Vanguard Funds. During her career at Vanguard, Northern Trust and First Horizon, Chelsi specialized in client support and marketing.  After taking a few years off to raise her kids, ages 17, 14 & 11, Chelsi is happy to be back in the financial services field providing high level client services. In her free time, Chelsi avidly supports her children’s activities from soccer to theater, is an active member of Young Men’s Service League and serves on multiple PTA Boards

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Resources

Please click on the links below if you would like information on our partners and for additional resources.

 

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Contact Us

We would love the opportunity to discuss becoming your trusted advisor.

Phone: 972-931-0063
Fax: 214-853-4224
Toll Free: 800-931-5110

Email: mail@wisdomindex.com

102 S. Main Street

Prosper, TX  75078

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12900 Preston Road, Suite 780

Dallas, TX 75230

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