At Wagner Financial, we believe that the independent model is the most effective and efficient way to serve our clients. If you are considering moving away from your wirehouse or bank to become an independent financial advisor, you do not need to go it alone. We already have processes and procedures in place to help you make the transition as smoothly as possible so that you can continue to focus on your client relationship.
We have an established infrastructure and support staff to help you enhance the value you offer to your current clients while attracting new business. We also offer industry-leading tools and resources that you can leverage to expand the level of service you provide. By going independent you are taking on a new level of responsibility for your success and the success of your clients, but there is no need to reinvent the wheel.
Don’t get bogged down in paperwork or overwhelmed with compliance requirements. Our seasoned staff of professionals is on hand to help you with financial plans, proposals and even asset management if you choose. We understand that this is your business and that you have spent years building it. You deserve to be compensated for that work, and we are committed to ensuring that you enjoy the success that you have earned.
We encourage you to reach out to us with any questions you may have about the independent advisory model. As we tell our clients, the best decisions are those we make when we are well-informed. You owe it to yourself and your clients to do extensive research and a detailed cost-benefit analysis before making the decision to go independent. And should you choose to move forward, we would love to welcome you to our team.