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The Voyage – Sail toward your priorities

Wagner Advisory Group’s holistic planning process is based on over 30 years of experience serving clients and their next generations reach the financial outcomes they desire. You’ll receive accountability from experienced guides who not only steer you through complex situations, but also keep you motivated and on course when you feel discouraged or distracted. Here is what it looks like to create your custom-crafted financial plan with a Certified Financial PlannerTM.





Sail toward the life of your dreams

We work together to reduce complexity and provide plans for how you can strategically utilize resources. We’ll start by crafting a custom plan for your needs. That process begins with a complimentary discovery consultation that allows you to learn more and get to know us better.

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