A Personal Approach

We take your journey seriously, and we'll be there every step of the way.


While your financial objectives may be similar to those of others — a secure retirement, saving for college education, building wealth — the approach should be decidedly personal. Understanding your unique financial needs is where financial advisors with Waddell & Reed come in.


To us, success demands not only a deep understanding of your objectives, but your needs, values, time horizon, risk tolerance and expectations.


By building personalized plans supported with competitive investment products and dedicated service, we enable you to not only identify goals, but take consistent action to work towards them.


Our mission, every day, is to help clients at all stages and through the changes that life may bring.

We take your journey seriously and we'll be there every step of the way.

Your journey, goals and plan are our commitment.

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The return of the 401(k)

Saving for retirement can be tough. Employer-sponsored 401(k) retirement plans can offer a good opportunity to save, with employer contributions jumping from 3.9% of employee salaries in 2015 to 4.7% in 2016. Are you taking full advantage of your workplace retirement benefits?

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Your dream wedding on a budget

Summer is the season for weddings and engagements. If you're getting ready to tie the knot, you not only have many details to consider but the financial considerations of making "the day" a dream come true. Here are some tips for your wedding checklist.

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The standard deduction and itemized deductions after tax reforms

Your 2017 taxes are due on April 17, 2018, but it’s not too soon to start getting ready for April 15, 2019. Here’s what you need to know about the standard and itemized deductions you’ll be able to take next year.

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