Waddell & Associates


Waddell & Associates exists to improve life by providing clarity to remove fear. We understand the struggle and sacrifice it takes to amass wealth. We understand the complications that wealth invites. We understand the fear and confusion that plague the big life decisions of building families, educating children, starting and divesting businesses, transitioning into retirement, processing divorce, designing estates, and more. We understand these issues. We have faced them ourselves. We built this firm to help. We built this firm to provide you comfort. We do a lot of calculations at W&A, but everything we do starts with the heart.

Tara Carlson


" The friendships I've made in EO are invaluable to me. " - Alex Tolbert, Bernard Health

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