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

Oh, baby! That little one will cost you a bundle

A baby is a bundle of joy, however if you’re getting ready to start a family, that little one will cost you. According to a report from the U.S. Department of Agriculture, it will cost an estimated $233,610 over the next 18 years.

Learn More >

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 learning how to manage your money.

Read More

Be Prepared for Tax Season

Access tax resources and strategies in our Tax Center. Find the statements, guides and tools you need for tax filing season, as well as helpful tax planning strategies for any time of year.

Learn More

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