Waddell & Associates
Wealth strategy transcends financial planning—it includes charting a course towards the lifestyle you desire.
Waddell & Associates
5188 Wheelis Dr
Memphis, TN 38117
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.