Broker Check

Willowbranch Financial Group is a team of award-winning* financial advisors offering financial advice, financial planning and many investment/insurance options through Waddell & Reed, Inc. Our mission is to help clients fund their life goals and dreams. We strive to do this by creating and following a customized financial plan for them. Through the plan and our experienced advice, our clients gain the confidence to make well informed financial decisions in all aspects of their lives.

"Someone is sitting in the shade today because someone planted a tree a long time ago." - Warren Buffett

Experience: Our partners have an average of over 43 years of combined experience in the financial services industry. Even our support staff have long tenured careers in the financial industry.

Knowledge: We make it a practice to share our knowledge to better support each other's clients.

Transparency: We believe strongly in being honest and forthright regarding fees, communications and business transactions.

Guidance: We don't stop at investments. We provide and offer advice on various aspects of your financial life.

We offer a free (no obligation or pressure) initial consultation to ask questions, review your current financial plan, and see if we are a good fit for you. Call us to schedule your financial review.

*The awards are presented annually by the firm and are based on an analysis of investments, insurance and financial planning sales generated by the advisor.

For more information regarding the awards and dates received, please contact the advisors.