Focus Partner Firms are transforming the landscape of wealth management.
Focus Financial Partners is at the forefront of a growing movement towards transparency and independence that’s sweeping the wealth management industry. Our partners are carefully selected based on the highest standards of excellence. Together they form a powerful network that supports collaborative relationships and the sharing of resources and best practices. Find out how the Focus partnership can help grow and invigorate your business.
Waddell & Associates, Inc., Memphis,TN; Nashville, TN
Focus Partner since April 2016
“At Waddell, we greatly value our clients and employees. We have a tremendously talented staff and are excited about the growth opportunities inherent in a partnership with a firm like Focus whose other partner firms place the same emphasis on client relationships and fiduciary financial advice as we do. We are excited to join this partnership of high-performing and entrepreneurial firms. With access to Focus’ capital and best practices, we are confident that we will be able to offer a significantly better experience for our clients and more opportunities for our employees as we look to grow and expand in the Memphis and Nashville regions.” — David Waddell, President and CEO of Waddell
Founded in 1986, Waddell & Associates is one of the premiere RIAs in Tennessee with offices in Memphis and Nashville, serving over 875 households and institutions. As a fee-only investment advisory and wealth management firm, Waddell offers holistic investment management services based on a global view of the economic landscape and complements its wealth management offering through goals-based financial planning. For more information, please visit www.waddellandassociates.com