About
Wagner Financial Services is an independent financial planning firm based in Bismarck, North Dakota. For decades, we have helped individuals and families navigate life’s most important financial decisions with clarity, confidence, and care.
About Us
Your Financial Goals, Simplified
At Wagner Financial Services, we believe financial planning should feel clear, personal, and purposeful. For more than three decades, we have helped individuals and families across North Dakota grow their wealth, protect what matters most, and prepare for the future with confidence.
Located in Bismarck, we are proud to serve our community with guidance built on trust, experience, and long-term relationships.
Our Services
Explore Our Services
About Us
Who We Are
Wagner Financial Services was founded on a simple principle: put people first. Financial decisions are rarely just about numbers. They are about families, retirements, businesses, legacies, and life transitions.
We take the time to understand your goals, values, and concerns before recommending any strategy. Whether you are planning for retirement, managing investments, preparing for college expenses, or building an estate plan, our role is to bring clarity to the process and confidence to your decisions.
Our clients are not transactions. They are relationships that often span generations.
Excellence through expertise
Your Financial Team
Donavon Wagner
Steve Jacob
Brandon Wagner
Zach Wagner
Vi Weigel
Alex Jacob
About Us
A Local Partner You Can Trust
As a Bismarck-based firm, we understand the values that shape North Dakota families and businesses. We are committed to serving our community with integrity, transparency, and dependable guidance.
Financial planning is not a one-time event. It is an ongoing conversation. We are here to walk alongside you through every stage of life, helping you stay focused on what matters most.