Premier Financial Guidance for High-Net-Worth Individuals
At National Financial Alliance, we go beyond traditional wealth management. Our holistic approach integrates strategy, service, and stewardship—designed to preserve, protect, and grow your legacy for generations to come.
Your financial story is unique—and it deserves a partner who understands that true success goes beyond numbers.
Who We Are
For over two decades, National Financial Alliance LLC (NFA) has helped successful individuals and families create purposeful wealth strategies that align with their vision and values.
We combine sophisticated financial planning with a personal, family-oriented approach. Our advisors are dedicated to understanding your complete financial picture—from investments and insurance to estate and legacy planning—so every decision supports your life goals.
When you work with NFA, you gain more than advice. You gain a trusted relationship built on discretion, integrity, and excellence.
Why Choose NFA?
Independent & Unbiased
As an independent firm, we’re free to recommend what’s truly best for you—not tied to proprietary products or quotas.
Personalized Strategies
Every plan we design is unique to your situation, family, and aspirations.
Proven Expertise
Our team of seasoned financial professionals brings decades of collective experience across wealth management, investment strategy, and legacy planning.
Long-Term Partnership
We’re in it for the long haul—guiding you through every season of your financial journey.
Premier Services
At NFA, our suite of Premium Services provides the structure and strategy to help you achieve long-term financial confidence.
Wealth Management
Comprehensive portfolio strategies designed to align with your objectives, risk tolerance, and long-term vision.
Tax-Efficient Planning
Work with experienced advisors to minimize tax burdens and maximize after-tax returns through tailored strategies.
Retirement & Income Planning
Create sustainable income solutions that support the lifestyle you’ve worked hard to build.
Estate & Legacy Strategies
Protect your wealth for future generations through customized estate planning, charitable giving, and family governance solutions.
Insurance Solutions
Safeguard your financial future with protection strategies designed around your goals—not just policies.
How We Serve
Our process begins with listening—because understanding your vision is the cornerstone of effective strategy.
Discovery
We take the time to understand your values, lifestyle, and financial objectives.
Design
Our advisors craft a personalized plan that integrates all aspects of your financial life.
Implementation
We execute your plan with precision, ensuring transparency and confidence at every step.
Ongoing Partnership
As your goals evolve, so do our strategies. We remain your trusted advisors, adapting and guiding as life changes.
The Premier Services Team
Reagan Wagner
CEO | President & Managing Principal
Kristen Wagner
COO, Partner
Madison Franklin
Director of Operations
Lauren Wheeler
Administrative Services Team Lead
Caleb Hesseltine
Premier Service Associate
Let’s Build Your Legacy Together
Your wealth has a purpose. We’ll help you define it—and protect it for generations to come.