Working with an Advisor

An advisor can be your guide and partner across life's journey.

Share

While some may think of financial planning as a goal in itself, we see it as a lifelong process.

When you work with a financial advisor at Waddell & Reed, a planning process is customized exclusively for you, adjusted for your life's changes along the way. It’s a process we pioneered nearly 80 years ago to help anyone, regardless of age or financial background, create a plan that is personal and fits individual needs.

Tom Butch

"Research shows that those who engage a financial advisor and build a plan have greater wealth accumulation, stronger savings behavior and are better prepared for retirement than those who go it alone."

Thomas w. Butch

CEO, Waddell & Reed, Inc.


You and your advisor will establish an important connection. You’ll work on your financial issues and goals with a partner who:

  • helps you discover your long-term goals and aspirations;
  • will help you build a plan to achieve those goals, tailored to fit your present situation;
  • will work with you to adapt your plan as your life grows and changes;
  • can help you and your family navigate the changes across life stages;
  • can help you understand and apply appropriate investment solutions and financial products;
  • will offer thoughtful options and guidance;
  • understands that it’s your money and your future, so it should be your personal plan.

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

Your journey, goals and plan are our commitment.

Find an Advisor

Finance tips for young adults

For many young adults, making sense of money – from day-to-day management to thinking long term – can create some anxiety. Here are some places to focus when first learning how to manage your money.

Learn More >

Waddell & Reed welcomes product and technology updates in 2017

With the turn of the calendar, it feels good to look ahead. And we're excited about all that Waddell & Reed has to look forward to in 2017. As the company marks its 80th year, it is aggressively investing for the next 80 years.

Read More

Will COLA be enough to buy a cola in 2017?

The automatic cost-of-living adjustment - COLA - for Social Security and Supplemental Security Income recipients allows their benefits to keep pace with inflation.

Read More

Market Data powered by Wikinvest. Data is provided as-is, delayed, and subject to Terms