Index Wealth Advisors is a Leawood-based investment management firm that offers personalized financial planning and portfolio management services to individuals and organizations. With a focus on transparency and client-centric approach, they provide efficient and low-cost portfolios tailored to each client's unique financial goals and risk tolerance.
As a Registered Investment Advisory Firm, Index Wealth Advisors acts as a fiduciary, ensuring that their clients' best interests are always prioritized. Whether it's helping individuals become powerful investors or assisting small and mid-sized companies with their 401(k) plans, their team of experts is dedicated to delivering valuable benefits and personalized services to help clients achieve financial success.
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