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
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
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How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
When Markets React
When markets shift, experienced investors stick to their strategy.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.