Why wonder if you're making the right financial choices? Waggoner Financial has developed a comprehensive system to manage your money and measure your progress, so that you feel confident you're making smart decisions.

The Problem We See

Too many people have tried to navigate their financial investments alone or have worked with a solo advisor. They make the mistake of trying to navigate complex problems with not enough time and resources. That is not a sustainable strategy, especially when it comes to their finances and their future.

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Don't make the same mistake. It is too important to do alone. Our team of seven has the time, resources, and sophistication to help solve life's problems faster than new ones arise. We are able to create efficiency and confidence so you can focus on the things that make you happiest.

Our Sophistication

Our clients have the benefit of a financial team with significant combined education and qualifications:

  • Eric B. Waggoner CFA®, CFP®, CLU®, ChFC®, AEP®
  • Kiley Eory, CFP®, ChFC®
  • 4 Securities-Registered Advisors & Staff (Series 7): Eric, Kiley, Alex & Shanzer
  • 4 Insurance-Licensed Advisors & Staff: Eric, Nancy, Kiley & Alex
  • 2 B.S. Degrees in Mathematics: Eric & Kiley
  • 1 M.S. Degree in Mathematics: Eric
  • 1 M.S. Degree in Global Finance from NYU | HKUST: Eric
  • 3 Eli Broad College of Business of MSU Graduates: Nancy, Shanzer & Ankit
  • 1 University of Michigan Graduate: Alex

What We Do

Whether it is an investment portfolio, a financial plan, or both, our team makes sure you have direction. We bring rhythm, advanced data and reporting, and financial education so you are empowered to make smart financial choices.  

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  • We build well-researched investment portfolios, with every holding having a purpose.
  • We work with you to design a financial plan that fits your unique needs. We make it simple and give you a step-by-step guide.
  • We give you access to industry-leading technology to monitor your progress.


Financial Checkup

Financial Checkup

It is important to know if you are on track. Take our financial checkup to see how you are doing in investment planning, retirement readiness, and tax strategies.

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4 Mistakes in Financial Planning

4 Mistakes in Financial Planning

As you plan for your future, you face unique challenges and opportunities. This special report provided insights on mistakes in financial planning and steps to avoid them.

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Does my portfolio fit me?

Does my portfolio fit me?

There is not a one-size-fits-all investment strategy. Take a portfolio assessment to learn your risk number and make smart investment decisions.

Free Portfolio Analysis