Our Story

Your Specialized Advocate

When it comes to growing and maintaining wealth, investing is only half the story. Investments build your wealth, but wise tax planning is what helps you save it in the long run. With Wagner Financial Services, you have a specialized advocate in your corner.

If you have a complex tax situation, or if you’ve ever made financial planning mistakes in the past that have hurt you at tax time, we believe you’ll find that tapping into our insights at Wagner Financial Services will be invaluable.

Your life is filled with challenging financial questions that must be accurately addressed. Working with a CERTIFIED FINANCIAL PLANNER™ who is also a CPA can streamline your entire financial planning process. Instead of keeping separate lists of questions to ask your CFP® and your CPA, Marc Wagner can answer them all. You’ll have a single point of contact for all your critically important tax and financial planning questions. It’s like having a one-stop shop for all your financial needs.

Make the Next Phase
Your Best Phase

Wagner Financial Services offers years of experience and an array of solutions to help you prepare for everything that comes next.

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