Marc S. Wagner, CPA, CFP®, CFS

Trusted by Clients for Decades

Marc graduated from Temple University in 1971 and has been a practicing CPA since 1975. He started his own firm in July 1980. Marc has been a Certified Financial Planner™ professional since 1987 and a Certified Funds Specialist since 1998. He has built his practice by using his knowledge of financial planning combined with his tax skills to create strategies that help clients pursue their financial goals.

Marc gets to know his clients and their finances by reviewing tax returns. He then uses the insights this process provides to help solve his clients’ critical concerns, sometimes addressing issues before his clients even realize that problems exist.

As an accomplished public speaker, Marc often lectures other financial planners on the techniques that have made him successful. Marc has addressed the Congress of the United States on tax matters and has been to Washington, DC to help explain financial planning issues to members of Congress. He has also spoken before the Commonwealth of Pennsylvania legislature on financial planning issues, helping to get laws passed that have allowed accountants to ethically provide the financial planning services that their clients require.

Marc is insurance licensed and an Investment Adviser Representative holding FINRA Series 6 (Investment Company Products/Variable Contracts Representative), Series 7 (General Securities Representative), and Series 63 (Uniform Securities Agent State Law) securities registrations.

Marc is an avid sailor and has won several trophies with his boat, “Mutual Fun,” in races off the New Jersey coast. He also loves Ice Hockey and has been a coach, a licensed referee, and a Philadelphia Flyers season ticket holder since the team came to town. Marc owns three horses that he takes great pride in. Marc and his horse, Doc’s Pine Shadow, have won the Western Dressage County Championship in 2021 and 2022.

Marc is devoted to his grandson and granddaughter.