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Amy Wagner

Financial Advisor

Amy Wagner, BFA, is passionate about helping others make smart, informed decisions with their money, whether through media or by sitting down face-to-face and building a financial plan.  Amy is the long-time co-host of the Simply Money Radio Show on 55KRC.  You can also catch her financial advice on FOX19, the Cincinnati Enquirer, and on cincinnati.com.  Amy is a graduate of the University of Kentucky and is an avid Wildcats fan.  She lives in Northern Kentucky with her husband, Jason, and their four teenagers.  

Education and Certifications

Who I work with

What guides my approach

Amy Wagner, BFA, is passionate about helping others make smart, informed decisions with their money, whether through media or by sitting down face-to-face and building a financial plan.  Amy is the long-time co-host of the Simply Money Radio Show on 55KRC.  You can also catch her financial advice on FOX19, the Cincinnati Enquirer, and on cincinnati.com.  Amy is a graduate of the University of Kentucky and is an avid Wildcats fan.  She lives in Northern Kentucky with her husband, Jason, and their four teenagers.  

“Money isn't just currency; it's potential. As an advisor, I help my clients harness that potential to create meaningful impact and realize their dreams.”

- Amy Wagner, Allworth Financial Advisor

More About Amy:

  • As the mother in a blended family, she is personally aware of the unique challenges that divorce, second marriages, and blended families bring to financial planning.
  • She is a passionate advocate of financial literacy.
  • Amy loves helping individuals and families build financial plans that are consistent with their values and long-term goals.
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About Allworth

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30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better — because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.

You get a financial ally for life.

97% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9