Many of life’s great journeys share something in common: they start with a well-thought-out plan. Your financial journey is no different. No matter where you’ve set your investment sights, you’ll want a plan to reach your destination.

About Waddell & Reed
Waddell & Reed

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Why Waddell & Reed?

Since opening our doors in 1937, our approach has remained decidedly simple, genuine and straightforward: know our clients well, treat them with respect and measure our success by their success. That deeply personal approach is the reason that Waddell & Reed advisors typically enjoy long-lasting client relationships. We take your journey seriously, and will be there every step of the way, listening, planning and advising.

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

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

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

Our Principles

Our time-honored principles are defined by our approach to investment planning, our well-established history, and our dedicated resources.

Our People

Meet the people who power Waddell & Reed.

Our Community

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