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Why Bring Us On Board?

Cathy & Kelsey Wagner, a mother-daughter team, share their passion to help others create financial independence.

Independent Advice

The advisor you place your trust in is of critical importance. At Wagner Advisory Group, we help our clients move towards clarity and confidence in their financial future. We work independently, unlike larger corporate firms, always striving for integrity. Without outside influence, we have the freedom to choose from a wide range of investment options and strategies in order to act in your best interest.

Planning Expertise

We use a comprehensive financial planning process that begins with developing a thorough understanding of your needs and goals so we can craft a custom financial plan to help you reach those goals. Cathy Wagner holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and has demonstrated competency through rigorous exam, a standard of ethics, and continuing education requirements in all planning disciplines. According to a recent study, only 20% of financial advisors meet the requirements of the CFP® designation.1
Learn more about the CFP Code of Ethics.

Multi-Generational Team Approach

Wagner Advisory Group is a family owned business that places a high value on relationships. We are a multi-generational team of professional fiduciaries who all have one objective in mind – serving you and your legacy.

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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1 Certified Financial Planning Board. "CFP® Certification Provides Value to Clients, Firms & Financial Professionals." (30 Aug. 2012)