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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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.

📥 2.4k+ downloads

Year End Review

Comprehensive checklist for annual financial planning and performance evaluation

📥 5.2k+ downloads

Life's Design

Interactive workbook to articulate your vision, values, and long-term financial objectives

📥 3.1k+ downloads

When We Say Family, We Mean It

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