Andrew Wagner, founder and president of Wagner Wealth Management, is a fiduciary financial advisor with over a decade of experience in financial services. His background in finance and business management fuels his passion for helping clients create comprehensive, customized plans that support long-term success.

After a successful career in corporate leadership, Andrew launched Wagner Wealth Management to provide clients with objective, independent advice free from the limitations of larger broker-dealers and banks. By integrating advanced planning software like eMoney Advisor and building a team of experts in retirement planning, tax strategy, and estate planning, Andrew ensures clients receive holistic, coordinated guidance at every stage of life.

In 2019, Andrew and his high school sweetheart, Haley, relocated from Buffalo, NY, to open the firm’s Charlotte, NC office. Together with their two children, they have embraced the Carolinas as home while expanding the firm’s reach to serve clients across Tampa and St. Petersburg, FL. Today, Andrew leads Wagner Wealth Management with a clear vision: to empower clients with the knowledge, strategy, and confidence to achieve financial freedom and protect their legacy for generations to come.