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Waggoner Financial

Financial planning, active investment management and tax services for individual clients, based in Lansing, Michigan

United Stateswaggoner-financial.comWebsite technologies

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Highlights

  • New on EvolcAdded 2026-11-11

About Waggoner Financial

Waggoner Financial offers financial planning, active investment management, and tax and accounting services under one roof. Its proprietary ARFED® stock selection and research process builds custom, data-driven investment portfolios. Waggoner Global Advisors publishes a macro report, and the firm sends daily and weekly market insights.

Its clients are individuals who want financial strategies designed around their goals. The firm's team includes advisors registered with LPL Financial, along with tax, paraplanning, research and marketing staff.

Eric B. Waggoner is listed as CEO and founder. The company's open roles are in Lansing, Michigan, across wealth management, tax and accounting, investments, software engineering and operations.

Product: Financial planning, active investment management, and tax and accounting services, including the proprietary ARFED® investment portfolios.

Jobs at Waggoner Financial

No open positions listed right now.

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