Empowering Success Financial
With over 40 years of expertise, managing more than $3 Billion in assets, we transform fractured financial plans into unified visions for lasting success.
$3B+ AUM
1,000+ Clients
40+ Years
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10,000+ subscribers
Join our growing community
See how we transform
Financial Futures
98%
Client Satisfaction
15+
Industry Awards
24/7
Support Available
Trusted Partners in
Your Financial Journey
National Financial Alliance utilizes over 40 years of experience to partner with clients to align and streamline your current financial, risk, and continuity programs with your vision.
Based on our experience with over 1,000 clients and $3 Billion+ of advisory and brokerage assets under management, you will have less risk, better alignment, and increased efficiency.
Clear Vision
We mend fractured plans and create one clear vision for all parties.
Trusted Partnership
Building long-term relationships based on transparency and results.
Empowering Advisors
to Build & Thrive
Our proven process delivers measurable results for individuals, families, and businesses seeking financial clarity and success.
Trusted by 1,000+ clients worldwide
Vision Alignment
Align your financial structure with your personal and business vision through our proven proprietary process.
Risk Management
Reduce risk with comprehensive analysis and strategic planning backed by decades of experience.
Performance Optimization
Data-driven insights and modeling to maximize your financial performance and efficiency
Stakeholder Clarity
Create transparency and alignment among all stakeholders with clear reporting and communication.
Streamlined Operations
Eliminate inefficiencies and fractured plans with our comprehensive implementation strategy.
Ongoing Monitoring
Quarterly reporting and consistent monitoring to ensure you stay on track toward your goals
Meet your Hosts
Founded by Reagan Wagner, Bob Wagner, and Joel Swinehart, our leadership team brings together decades of experience in financial advisory and wealth management.
Bob Wagner
Founder
Leading strategic vision and client partnerships with decades of financial advisory experience.
Reagan Wagner
CEO, Principal and Managing Partner
Specializing in risk management and continuity planning for families and businesses.
Kristen Wagner
COO, Partner
Expert in wealth management and financial structuring with a focus on long-term growth.
Tools That Set Us Apart
Download our proven guides and resources to begin your journey toward financial clarity.
Word of the Year
Set intentional financial goals aligned with your personal vision for the upcoming year.
- Goal setting framework
- Vision alignment
- Action planning
📥 2.4k+ downloads
Year End Review
Comprehensive checklist for annual financial planning and performance evaluation
- Performance Metrics
- Tax Optimization
- Strategic planning
📥 5.2k+ downloads
Life's Design
Interactive workbook to articulate your vision, values, and long-term financial objectives
- Value Assessment
- Legacy Planning
- Goal Mapping
📥 3.1k+ downloads
When We Say Family, We Mean It
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- Exclusive financial planning tips
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10,000+ subscribers
Join our growing community
