Financial Planning and Investment Management


Wagner Financial is a local independent financial planning and investment management firm established in 1989. We are focused on one goal – helping individuals, families, and businesses make wise financial decisions.
We are passionate about honoring our clients’ individual goals and preferences. Our goal is to preserve and grow their assets so that retirement goals are addressed and a legacy is passed on to their loved ones. We hold ourselves to the highest levels of integrity and accountability to ensure that we are doing our absolute best for each and every one of our clients.
WealthVault

Wagner Financial offers its clients an exclusive, secure online account aggregation service.

Risk Number

The Risk Number is the first ever way to objectively pinpoint individual investor risk tolerance.

Meet our Staff

Our experienced professionals have helped many people just like you pursue their financial objectives.

Our Process

We do our best to educate our clients and take the mystery out of investing, insurance, and preserving wealth.

Recent Updates

Articles or updates we find interesting or noteworthy

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Top 4 Mistakes Tech Investors Should Avoid
Dec 1,2016 No Comment
Tech stocks have become a popular choice among investors. While owning a share of stock in Google or Apple might
Portrait of a senior businesswoman sitting on her desk in a modern office and. She's working on a computer and wearing glasses and has silver hair.
Should You Wait Until Age 70 to Retire?
Oct 30,2016 No Comment
Full retirement age is now 66 or 67, depending on the year you were born. But a recent survey revealed
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Is Social Security Taxable?
Oct 17,2016 No Comment
A question which often arises among those who are thinking about retirement is, “Will my Social Security income be taxed?”
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Five Reasons To Get Life Insurance While You’re Young
Oct 11,2016 No Comment
Most single people under the age of thirty don’t think that they need life insurance.  Why bother? They don’t have

Our Financial Planning Process:

A CONVERSATION

to get to know you and understand your goals and objectives. This is an important conversation to establish a foundation for the relationship. Any initial questions or concerns will be discussed free of charge .

GATHERING INFORMATION

on important data for analysis such as investment statements, tax returns, insurance policies, etc. In addition, we run through an exercise to determine your own unique level of risk tolerance using the risk number method.

ANALYZE

the data to determine if you are on the path to pursuing your goals and objectives. This includes measuring the risk within your current investment portfolio and financial plan, then stress testing them under unexpected financial variables, whether they are positive or negative.

RECOMMENDATIONS

and specific action items regarding your plan and investment portfolio are discussed. We will visually review the stress test results of both the current and recommended plans and portfolios. We work with and provide references to qualified professionals as needed, i.e. CPAs and Estate Planning Attorneys.

IMPLEMENTATION

of the plan when agreed upon. Our goal is to do all we can to ensure transactions and transitions are executed promptly and smoothly. This is an important step in the planning process, a plan is only as good as its implementation.

MONITORING

your investment portfolio and financial plan, adjusting and rebalancing it to accommodate ever changing economic and personal circumstances. This involves regular review meetings throughout the year. We find in our industry that this step is often neglected.