Live Life Empowered
Gain clarity and confidence knowing every part of your financial life, investments, taxes, retirement planning, and long-term goals is being thoughtfully coordinated by a professional who sees the full picture.
Built to work together
Your Winning Combination
When your financial advisor and your CPA work separately, your plan is only half complete. At Wagner Financial Services, you don’t have to choose between comprehensive financial planning and informed tax strategy. You receive both in one place.
Led by a Certified Financial Planner® professional who is also a CPA, our approach brings together the disciplines that matter most to your financial success.
We design personalized strategies that seek to optimize growth, minimize taxes, and make your financial decisions more efficient and more aligned with your long-term goals.
A 360º View
For decades, founder Marc Wagner, CPA, CFP®, CFS, has helped individuals and families build stronger financial futures through coordinated, tax-aware planning.
Wagner Financial Services was built on a simple belief: The best financial decisions come from seeing your entire financial life – income, taxes, savings, and investments – as one connected system.
Our integrated approach is designed to bring you clearer insights, more confidence, and better outcomes.
Where insight meets intention
Optimize Every Dollar
Your past informs your future, and we use that insight to your advantage.
By reviewing your tax history, financial statements, and investment patterns, we identify opportunities that fit your saving approach, your investment style, and your long-term objectives.
With a clearer understanding of where you’ve been, we help you build a strategy designed for where you want to go.
Planning for every chapter
Guiding You Through Life’s Transitions
Your financial needs evolve, and your plan should evolve with them.
Wagner Financial Services provides comprehensive solutions for individuals, families, and business owners seeking expert guidance at every stage of life.
Financial Planning
Strategic, personalized planning for a more secure financial future.
Retirement Planning
A clear, actionable roadmap to support the lifestyle you envision.
Education Planning
Smart strategies to help manage future education expenses.
Estate Planning
Thoughtful, tax-efficient approaches to safeguard your legacy and loved ones.
Get In touCh
Make the Next Phase Your Best Phase
Wagner Financial Services brings decades of expertise and a full suite of financial solutions to help you confidently prepare for whatever comes next.
Phone
(215) 321-0103
Office
Suite 3A
Warrington, PA 18976
Email Our Office
Hours
Monday-Friday:
8am – 5pm
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