At Strategic Financial Concepts, we believe that great financial planning is about more than numbers—it’s about people. For over 20 years, we’ve helped individuals, families, and business owners across the U.S. navigate their financial journeys with intelligence, compassion, and purpose.
As a privately held, independent Registered Investment Advisor (RIA), we are proud to offer objective, relationship-first guidance rooted in one unwavering principle: always do what’s best for the client.
We don’t just manage money—we build long-term relationships based on trust, education, and thoughtful, strategic action.
To simplify complexity, provide clarity, and help clients build and protect wealth through every life stage—with a commitment to integrity, independence, and personal attention.
Strategic Financial Concepts was founded with one goal in mind: to deliver institutional-quality financial guidance with a boutique level of care. Our founder and CEO, Reagan Wagner, envisioned a firm that could bring Wall Street-level strategy to Main Street families—without losing the human element.
What started as a financial services practice in Texas has grown into a multi-state, multi-advisor firm with clients in over 40 states. Through market cycles, life transitions, and generational wealth transfers, SFC has remained a steady, strategic partner to those we serve.
No proprietary products. No hidden agendas. Just advice that puts you first.
We coordinate all areas of your financial life into one cohesive strategy.
You get a dedicated team who knows your story and responds quickly.
Tailored plans that evolve with your life—not based on templates or models.
Tactical, risk-aware, macro-informed strategy.
We work with a wide range of clients who share a common desire: to align their financial resources with their life’s vision. Whether you’re a business owner planning an exit, a high-income professional optimizing your tax strategy, or a family preparing for retirement or college, we help you make confident, well-informed decisions at every stage.
Whether you’re planning your future, preparing for a transition, or re-evaluating your current financial path, we’re here to help you move forward with clarity.
Investment advice offered through Strategic Financial Concepts, LLC, a registered investment advisor. View our Client Relationship Summary and Form ADV Part 2A.
