As most of you know, Waddell & Reed was recently acquired by LPL Financial, and we will begin moving accounts around mid-July. If you are wondering how this may affect you, visit our page to see the most frequently asked questions.
If you have any further questions, please do not hesitate to reach out to Amy! We will do our best to keep you informed as we continue to learn more about the transition.
We understand that you need assurance now more than ever, and because of this we have organized a Webinar Series called “Dollars and Sense” with Maven Lane Financial Group.
Amy gathered a group of professionals to present on timely topics applicable to the current challenges and market volatility we have all been experiencing; she wants to help you navigate through these unfamiliar and unnerving times, and to provide some clarity, information and understanding surrounding the current state of the market.
Register for upcoming Webinars, learn about past Webinars, request a topic or apply to be a guest speaker by clicking below.
At Maven Lane Financial Group, we bring a sense of home to dealing with the complexities of your financial life. When you are with us, you are with someone who cares. We will go above and beyond to create a plan that caters to your individual necessities and ambitions.
Our clients are individuals preparing for retirement or who have already retired. Often, clients that come to us are professionals working in technology needing assistance with their stock options, complex benefits and investments, as well as financial planning, tax strategies, estate planning and insurance analysis.
Are you interested in the financial planning services that we offer? Click the link below to learn more.
Our main objective has always been to closely familiarize ourselves with your unique circumstances, to help you reach your financial planning goals, and to guide you in creating a meaningful legacy. The term maven was derived from the Yiddish word mayven and is defined as “one who understands”. We chose Maven Lane Financial Group because we believe this name uniquely reflects how we work with our clients. Our primary mission is to understand you, your wants, and your needs. There is no cookie cutter recipe when designing a financial plan; each situation is different, and we work to find the best solution to help you meet your objectives...
We offer a variety of useful places to access your accounts online, including the main Waddell & Reed website, eMoney, COMPASS, and NetxInvestor. Each one has their own unique and beneficial features that are valuable to utilize in order to track your progress towards your financial goals.
We have made each of these websites readily available to you; to learn more, click below.
Waddell & Reed is not affiliated with any other entities referenced.