History
Helping families and businesses make smart financial decisions for over 25 years!
Specialties
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.