Amy Wagner
Financial Advisor
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. Based out of Allworth's Cincinnati, Ohio, office, Amy is the long-time co-host of the Simply Money radio show on 55KRC, and you can also catch her guidance every week in the “Allworth Advice” column in The Cincinnati Enquirer (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.
My clients can expect a financial partner that is focused on their ever-changing financial needs and desires. Do they want to travel the world? Spoil their grandkids? Make some major home improvements? These goals then become the foundation for building their financial plan. And thanks to my extensive media background, I’m constantly driven to make sure my clients are educated about not only what I am recommending, but also why.
When I was in the fifth grade, I told my teacher that my future career would involve giving people information that makes a difference in their lives. Whether that’s educating listeners on their way home from work or sitting across the table from my clients, my job is incredibly fulfilling because I get to live out that life goal every single day.
There is no greater joy than getting to help my clients live their best lives and being a small part of their story.
Latest Insights
The Emotional Side of Estate Planning: Preparing Your Family for the Future
Planning for your wealth's future involves more than just legal documents—it’s about creating a lasting legacy that your family understands and can …
Read more
The Myth of Market Timing: How Emotional Investing Can Lead to Poor Outcomes
Is your ‘gut’ in charge of making investing decisions for you? Here’s why that’s a bad strategy.
Read more
The Top 6 Tax Planning Mistakes High-Net-Worth Investors Make (And How to Avoid Them)
Explore some of the most common tax planning missteps high-net-worth investors face—and discover strategies for optimizing your wealth.
Read more
