A complete list of active advisors currently associated with Wagner Wealth Management LLC

Warmer can help you find a great advisor at Wagner Wealth Management LLC or one who fits your needs even better.

Wagner Wealth Management provides customized financial planning and investment advice primarily to individual clients, offering services such as budgeting, retirement planning, insurance and estate planning, debt management, and tax returns and tax planning. The firm’s service model includes consolidation of accounts, financial education, and referrals to other service providers when appropriate. The firm employs a fundamental-analysis approach, typically using mutual funds and outsourced portfolio managers within diversified portfolios and an Investment Policy Statement; frequent trading is not a central strategy. As of 12/31/2025, Wagner Wealth Management reported managing approximately $8 million largely on a non-discretionary basis and conducts reviews at least annually with more frequent updates based on client needs. What distinguishes the firm from many peers is its affiliation with an accounting practice and a principal with an active CPA license and experience in broker-dealer operations and dispute resolution, which supports the integration of tax and compliance considerations into financial advice. The firm maintains a small client roster and emphasizes tailored, coordinated planning where clients generally retain trading authority rather than ceding discretion to the adviser.

To learn more about the advisors currently working at Wagner Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.