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Wathen Lobel Wealth Advisory Group

Investment Advisory and Wealth Management

"It all starts with a conversation."

Phone:       812-426-1481
Toll Free:  888-426-1481


:  110 Main Street
                 Evansville, IN 47708

Mail:        P.O. Box 98
                 Evansville, IN  47701-0098
Our Philosophy

We pledge to help our clients build net worth and do all in our power to protect it.

Profiling, planning, diversification and appropriate professional money management are the cornerstones of our relationship-based practice.

Our success is measured by the depth of the relationships we develop. Our greatest compliment is when clients recommend us to friends and associates.

When you have the "money part" of your life under control, you are more likely to live life fully and worry less often.  But for many people, managing money can seem like a full-time job in itself, because it includes:

  • crafting a sound investment plan to meet your goals;
  • planning for retirement;
  • saving enough for education costs;
  • monitoring how stocks, bonds and mutual funds perform;
  • protecting the assets you accumulate;
  • interpreting and responding to tax law changes; and
  • leaving a meaningful legacy

It really can be a full-time job.

For us, it is a full time job. One we do for clients every day. We can do the same for you so that you can go about doing more interesting things…such as living life to its fullest. With less worry.

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 Securities and Advisory Services offered by J. J. B. Hilliard, W.L. Lyons, LLC, A Registered Broker Dealer and Investment Advisor, Member NYSE / FINRA / SIPC. Trust Services are offered through Hilliard Lyons Trust Company, LLC, an affiliate of J. J. B. Hilliard, W.L. Lyons, LLC. Hilliard Lyons does not offer legal, accounting or tax advice. You should consult your own tax or legal counsel prior to making any decision that may affect your tax or legal situation. To understand how Hilliard Lyons is compensated for its services, please click here.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable-we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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