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
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
View all articles 
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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.
View all calculators
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Rightsizing for Retirement
What does your home really cost?