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
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
U.S. Personal Savings Rate
What can be learned from the savings rate?
The Sequence of Returns
A look at how variable rates of return impact investors over time.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.