- 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.
- 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.
Amy Wagner
Financial Advisor
Designations: BFA™
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.
About Allworth
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