About WFA

WFA is focused on you and the life you want to live today and tomorrow.
Through thoughtful financial life planning and professionally managed investment
portfolios we work side-by-side with you throughout your life’s journey.
We call it Plan. Invest. Inspire.

Why Work with WFA?

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Founded in
1997

WFA Through the Years

Headquartered in
Shreveport, LA

We Are a
Fiduciary

Cumulative Years of
Advisor Experience
84 Years

Commitment to
Community Service
+5,000 Hours

Cumulative Years of Administrative Experience +100 Years

Why Advisors Partner with RFG.

Why Clients Work with Their WFA Advisor?

Our advisors pride themselves on building trusting relationships with their clients. That starts with listening. Everyone has their story, and we believe that your financial life plan should reflect that uniqueness. We take a personalized approach to working with you. Connectedness hinges on communication. In person, via your customized portal in a video conference, our advisors spend their time working with you.

Learn More About Our Approach