Our Team
Tax-Smart Financial Experts
All in one place.
Collaboration That Creates Clarity & Confidence
Most financial planners focus on investments. Few have the combined experience of a CFP® professional and a CPA. At Wagner Financial Services, tax strategy isn’t an afterthought, it’s foundational to the way we build financial plans.
We take the confusion out of financial decision-making by focusing on you, your goals, and the path that gets you there.
Our style is transparent and straightforward, often explained with simple drawings and clear language, because we believe the best plan is one you fully understand and feel confident following.
All in one place.
Your Goals, Simplified & Strengthened
Reaching your financial goals doesn’t need to be complicated. With guidance that anticipates both opportunities and potential pitfalls, we help you make decisions that align with your values and help you get the most from every dollar.
Your Team
Guiding Your Future With Clarity & Purpose.
Marc S. Wagner, CPA, CFP®, CFS
Financial Advisor
Caroline Marks
Financial Services Manager
David R. Wagner
Financial Advisor
Michelena Pierce
Office Assistant
Julia Ricca
Receptionist
More Support
Our Extended Team
Through our partnership with Cambridge Investment Research, Inc., we collaborate with specialists in:
- Advanced Financial Planning
- Investment Research
- Retirement Consulting
This network expands our capabilities, ensuring you receive the highest level of support for every aspect of your financial life.
Expert guidance
Make the Next Phase Your Best Phase
Wagner Financial Services offers years of experience and a broad range of solutions to help you confidently prepare for everything that comes next.