Our Values

  • Compliance

    Maintaining the highest ethical standards and adhere to all regulations, ensuring trust and transparency.

  • Service

    Our commitment to exceptional client service drives every interaction, fostering lasting relationships.

  • Innovation

    We are focused on continuous improvement, helping both our clients and our company achieve new levels of success.

  • Sustainability

    We prioritize long-term solutions that balance financial wellness and social responsibility.

Our Ethos

At Wagner, Livock & Associates, we work together in an equitable and inclusive environment to make a meaningful impact on our clients’ lives and build an environment where every member of our team discovers their greatest potential.

Mission Statement

Wagner, Livock & Associates is committed to empowering our clients on their journey to financial security through exceptional service and sound financial advice.

Vision Statement

We aspire to continually be a trusted leader in financial services, known for our dedication to exceptional client service, rigorous compliance, and compassionate contributions to the community.

We aim to foster financial independence for clients and make a lasting, positive impact on our community, setting a standard for excellence and integrity in the industry.

“Our mission is rooted in a set of core values that guide everything we do. These pillars not only shape our business decisions but also define how we engage with our clients, partners and community. They represent our commitment to excellence, integrity and innovation.”