About US
Our Mission
To provide exceptional customer service and promote entrepreneurship through financial independence and education.
Our Method
Your financial picture is as unique as a fingerprint. That’s why our services are completely customized to your situation. When you meet with one of our advisors in person or virtually, you’ll find a listening ear and a clear action plan.
We focus on helping our clients live now while planning for the future. Education is so important, and so we weave learning opportunities into all our services. We want you to have all the knowledge you need to make the very best decisions!
Wisdom Tax and Financial Services is based in Stafford, Texas, and is proud to serve clients in 37 states.
Our Values
Faith – Wisdom Tax and Financial Services is founded on such biblical principles as faith, compassion, and generosity. “Walk by faith, not by sight.” (2 Corinthians 5:7)
Service – Everything we do is to reach, teach, and empower people to live out who they were created to be.
Education – Knowledge is power. When you learn more, you can make better decisions.
Community – We place a high priority on giving back to our community. Everyone benefits when we can share in each other’s triumphs and failures.
Our Roots
I’m Melody Willis, owner and founder of Wisdom Tax and Financial Services. As any business owner knows, challenges are a part of growth. Wisdom was born out of a series of challenges including health, natural disaster, and obstacles that resulted in the dissolving of my previous business.
Now Wisdom Tax stands on a solid foundation of vision, faith, and determination. My team and I thrive on making a difference in the lives of our clients and community. We believe blessings are meant to be shared, and we do so with open arms!