Welcome to Waddell & Reed and the offices serving the Ohio Valley.

Our team of financial advisors is committed to being there for every step of our clients’ financial journeys:

  • Listening to their objectives, needs, values and expectations.
  • Planning by identifying goals and taking consistent actions toward achieving them.
  • Advising through all stages and changes that life may bring.

We hope you choose to begin or continue your financial journey with us.

 

Career Opportunities
Launch a new career as a financial advisor or grow your already established practice at Waddell & Reed. Our supportive environment helps connect you with clients and community.

 

Taking Planning Personally

How important is financial planning to your financial future? Find out what Waddell & Reed advisors have to say and why they take financial planning personally

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Calculators

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.