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Your Financial Goals, Simplified

Your Financial Goals, Simplified

Your goals, your future—partner with a team that puts your needs first every step of the way.

Wagner Financial Services, is a financial planning firm located in Bismarck, North Dakota. We believe that financial planning should be personal, not overwhelming. 

We help you navigate retirement, education savings, and legacy planning—your goals, your peace of mind, and your future.

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We create strategies tailored to your goals without any conflicts of interest. We put your needs first; building lasting relationships that span for generations. 

Smart Strategies. Clear Guidance

Smart Strategies. Clear Guidance

Smart investing doesn't have to be complicated. We simplify the process with straightforward strategies designed to help you grow and protect your wealth.

Plan the Retirement You Deserve

Plan the Retirement You Deserve

Retirement is more than a number—it’s your lifestyle, your dreams, your legacy. We create personalized plans that help ensure your money lasts as long as you do.

Protect What Matters Most

Protect What Matters Most

A well-crafted estate plan protects your family and ensures your wishes are honored—now and in the future. We help you build a legacy with intention.

Security for Life's What-Ifs

Security for Life's What-Ifs

From life insurance to long-term care, we help safeguard your loved ones against the unexpected—so you can face the future with confidence.

Who We Are

Wagner Financial Services has been serving families in North Dakota for decades with one goal: to provide honest, experienced, and compassionate financial guidance. We pride ourselves on building relationships—not just portfolios—and we’re here for the long haul.


Meet Our Team