Vincent  Wagner

Vincent Wagner

| CFP®

Guide Tower Financial Planning, LLC

Fee-Only Financial Planner serving the Williamsville, NY area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Visit Us

130 Sundown Trl
Williamsville, NY

Vincent Wagner is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

I am a CFP® or Certified Financial Planner™ and President of Guide Tower Financial Planning, LLC. I am a fee-only Independent Registered Investment Advisor (RIA) that can work in person or virtually. I believe in the power of the markets and the financial planning process. In previous roles I have worked in Philadelphia for an insurance agency, in New Jersey for a wealth management firm specializing in high net worth clients, a financial consultant for a top 20 bank and most recently as a senior wealth manager for a regional firm. My mission is to use this experience to help guide Entrepreneurs, Business Owners, Young Professionals, Retirees and Working Families. 

After my time in more traditional roles I believe that working as a fee-only adviser is the most un-biased and efficient way to provide financial planning services. This means I have taken a fiduciary oath to act in my clients best interest and to not receive compensation from any outside source besides what I receive directly from my clients.

I believe in keeping investment costs low with the use of ETFs (exchange traded funds) and individual stocks.  I strive to focus on the most productive areas for my clients such as career development, education, taxes, retirement, starting a business or finding funding for a new venture. 

I was born and raised in New Jersey but settled into beautiful Western New York with my amazing wife, four year old daughter and two year old son. I earned a Bachelor of Science in Business Administration with a concentration in Economics from Houghton College and a Certified Financial Planner (™) designation from the College for Financial Planning.