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
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.