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Our Vision and Value Statements

Our Vision - Foster financial literacy in the communities we serve

Our Shared Values - We invest time to help ensure a clear understanding of your background, philosophy, needs and objectives, and work with you, to pursue your goals.

Giving back - It is part of our strategic priorities. It is good for business and the communities we serve.

Our Performance - We measure our success by the extent to which we have positively impacted the lives of those around us: our people, our clients, our families and our communities

Our Motto - When we learn, we teach. And when we teach, we learn

Our Purpose - Helping our communities pursue their financial goals—one person, one family, one business at a time

Guiding Principle - We work hard to help our clients make decisions for their lives and their circumstances while helping them stay on track to their financial goals.

Our Leadership - Our knowledge gives us the compassion, experience and insight to help you work through your financial challenges.

Our Philosophy - The founders of Waddell & Reed were pioneers of the philosophy that investing and financial planning is for everyone—not just for the rich. This philosophy has guided our journey as a financial services team, inspiring us in what we do every day. Each person defines wealth differently. However you define it, we are here for you with help and guidance.

Diversity - It is key to our business strategy.  An inspiration to celebrate our differences and a guide towards our vision.  It reflects our values.  It tells our story.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

Securities and investment products and services offered through Waddell & Reed, Inc. (WRI), member FINRA/SIPC. Ramiscal Equitan Advisors, LLC is a separate entity from WRI. All investing involves risk, including the potential loss of principal, and there can be no guarantee that any investing strategy will be successful. 208 Golden Oak Court Suite 122 ▪ Virginia Beach VA 23452 ▪ Phone: 757-216-1213

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05/20