Independent Advice
We help our clients move towards clarity and confidence in their financial future.
Planning Expertise
We use a comprehensive process based on your needs and goals to craft a custom financial plan to meet your objectives.
Multi-Generational Team
We are a team of professional fiduciaries whose main objective is serving you and your legacy.
A Compass Towards Your Financial Future
We are a firm of professionals who truly care about your family, finances, and your long-term prosperity. We stand with our clients to aid them in reaching their personal, professional, familial, and financial goals.
Our clients often come to us as they are preparing for or going through a transition. These situations can include retirement, changing jobs, preparing for a new opportunity, or laying the groundwork of imparting some financial security onto their descendants. We listen, plan for, and educate our clients; with the singular purpose of guiding them towards achieving their financial goals.
Contact UsWhat's Your Risk Number?
At Wagner Advisory Group, we use Riskalyze, an online tool based on Nobel Prize-winning research that gives you your personal risk number. Knowing your risk numbers helps us guide you toward a portfolio you can hold fast to when the road gets rough or when permanent loss stares you in the face.
Helpful Content
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.