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. We work hard to preserve and grow their assets so that retirement goals are accomplished 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.

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

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
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
7 Real Estate Scams to Watch Out For
Sep 16,2016 No Comment
Buying and selling a home is a big deal. There are so many things to consider and work
5 Common Investment Mistakes
Sep 1,2016 No Comment
When it comes to creating an investment strategy, everyone makes mistakes. Whether your experience in investing is just

Our Financial Planning Process:


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 .


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.


the data to determine if you are on the path to meeting 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.


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.


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.


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.