Amy Wagner
Financial Advisor
Designations: BFA™
513-469-7500
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.
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 mom of a blended family, she is personally aware of the unique challenges that divorce and blending a family brings to financial planning
- Passionate advocate for financial literacy
- Loves helping individuals and families build financial plans 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.
We place the needs of our clients first every single time, because when financial guidance is uncompromised by self-interest or distractions — 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
23,000+ Clients
Best in Class Advisors
NBRI3
Best in Class Ethics
NBRI3
30 Years in Business
$19 billion AUM4
Top 100 RIA Firm
Barron's1
