Welcome

WELCOME TO OUR WEBSITE!

Since 1987, THOMAS-WADDELL & Associates has provided comprehensive financial consulting services to individual and small business clients. In addition, our firm provides asset management services and financial education programs developed to address the needs of individuals, small businesses, and churches.

Increasing financial literacy is at the foundation of everything we do. It is with this mission in mind that we have developed our website to provide information to both our clients and prospective clients to make informed financial decisions for their financial futures.

We invite you to sign up for our newsletters, take part in one of our e-seminars or contact us for more information on our services.

"Providing Answers to life's financial challenges" is what we're all about.

- Ricardo D. Thomas, CDFA® ,ChFEBC® , RFC®
  President