Andrew Wagner, CFP®
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Areas of Focus
- Coaching
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Andrew Wagner, CFP®
Andrew Wagner serves as a Senior Wealth Advisor at Quotient Wealth Partners, where he is dedicated to helping clients achieve their financial goals. With over 15 years of experience in the financial services industry, Andrew has experience working with major financial institutions as well as smaller firms, bringing a wealth of knowledge and experience from both environments. He is CERTIFIED FINANCIAL PLANNER® professional and Whole Family Advisor Associate®, and his holistic approach focuses on a thorough understanding of his clients’ financial situation, but also the psychological dimensions of life’s critical decisions.In addition to being a CFP®, Andrew holds an Executive Certification in Financial Planning from The Ohio State Fisher School of Business, complementing his Economics degree from DePauw University.
Outside of work, he is an active participant in Running Rivers, a volunteer-led non-profit, through which he harnesses his passion for conservation and the great outdoors. Andrew enjoys fly fishing, golfing, skiing, and traveling. Together with his wife Madeline, he lives in Denver with their daughter, Emilia, and their dog, Drake.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
8744 Kendrick Castillo Way Suite 500 Highlands Ranch, CO 80129
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch. We look forward to hearing from you.Offers Investment Management
Yes
About Quotient Wealth Partners
Quotient Wealth is a team of in-house wealth professionals with over combined 150 years of experience. Our dedicated wealth advisors focus on understanding your core values, needs, and aspirations, empowering you to maximize the potential of your financial resources.As an independent wealth management firm, we are deeply committed to helping clients, particularly corporate executives and professionals, properly plan for their financial future. We are an SEC-registered investment advisor, operating on an open architecture platform. This allows us to offer our clients a vast array of investment options and the freedom to pursue their financial future with confidence and anticipation.
Our aim is to help you live your best life by enjoying full control of your financial well-being.
Experience and Expertise
Leveraging their over 150 years of combined experience working with corporate executives and senior managers, our founders designed Quotient Wealth Partners to offer in-depth insights into the sophisticated needs and challenges of affluent individuals and their multigenerational families. Our overall approach to wealth management is highly process oriented. Through attentive listening, our advisors attempt to fully comprehend our clients’ circumstances, concerns, and ambitions.
We believe this approach fosters a relationship based on trust and respect and emphasizes educating clients and their families on the various financial options and opportunities they face. We utilize a combination of human decision-making and innovative technology to swiftly identify and carefully develop specific solutions that are tailored to suit individual client needs and goals.
Preparing Today for Tomorrow
Specializing in retirement planning, we look to replace clients’ concerns about the future with confidence in a clear and effective financial plan. We work closely with pre-retirees, active retirees, legacy retirees, and corporate employees, recognizing that each of these clients requires tailored financial planning strategies.
For pre-retirees, we focus on benefits planning, tax mitigation strategy, equity planning, and designing a comprehensive retirement savings plan. We assist clients in navigating complex HR processes at their companies and help them prepare for a stable and secure financial life post-retirement.
For retiree clients, we strive to help them recreate their paycheck, optimize their taxes, and guide them through market fluctuations. Our solutions include tax-smart distribution planning, healthcare planning, family education and communication, estate planning and wealth transfer.
Education
DePauw University, Bachelor of Arts, Economics and History
Hobbies and Interests
- Family
- Fishing
- Golf
- Skiing
- Traveling
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Living in Retirement
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Write a Review
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ANDREW IS A TRUSTED FINANCIAL ADVISOR
Andrew has been our financial advisor for many years. He is knowledgeable, professional, and understands our financial goals. Andrew communicates clearly and is always responsive to our questions, whether they are concerning taxes, large purchases, or future plans. He has given us confidence in our financial decisions and we appreciate his guidance and teaching. We highly recommend him to anyone looking for a trusted financial advisor.
Andrew is Incredible!
We have had the privilege of working with Andrew Wagner for several years. He has excellent knowledge of the entire financial planning process and the steps that need to be taken to ensure we say on track. He also provides excellent tax planning direction that allows us to strategically maximize our assets. In addition, I have utilized his expertise numerous times to validate or offer other guidance as it relates to any financial decisions that I need to make or to address any questions I may have. He always responds immediately and his follow through is impeccable. I would highly recommend Andrew and the entire Quotient Wealth team (an outstanding, friendly and knowledgeable group of people) to anyone preparing for or entering retirement. They will definitely ease your concerns and give you full confidence as you move forward with your “new life.” Thank you Andrew!
Honest and lustens
Andrew became our advisor after the retirement of our previous advisor. Andrew is always prepared for our scheduled meetings and is also available to answer questions when we call. He listens. His advice is always geared to our concerns and what we have coming up and that is important to us. He is also honest in telling us when something needs changing or delayed.
Amazing Results!
I've been with Quotient Wealth Partners and their predecessors for well over 30 years. My relationship with Andrew began when one of the principles retired and I was transferred to Andrew. I could not be happier with all that he has done for me. Not only has he been an excellent financial planner but he has given me strategic tax planning advice. This has made a world of difference in my overall finances. I highly recommend him and the whole Quotient team.
Andrew is Outstanding
Andrew has been advising us since we joined Quotient in November of 2024. He has provided outstanding advisement to us along with much information and explanation. He is very pleasant, is a pleasure to work with, and exceeds our expectations for a financial adviser. We give him our highest recommendations. Quotient has also provided great results for us and we appreciate the many market updates and webinar events that they make available. They keep us well advised through Andrew and informed.
My experience with Quotient Wealth Partners
Andrew Wagner has been my financial advisor for over 10 years. He is awesome! I come in for a meeting, he pulls my numbers and is prepared for all my questions. We discuss current and future goals for my retirement. He adds a personal touch to my time. It is a pleasure working with him.
Andrew is awesome!
It has been great working with Andrew. He is very knowledgeable and helpful in explaining the hows and whys of what we are doing. He has always been available for advice and takes great care of my finances. I am very thankful and grateful for Andrew in helping me enjoy retirement.
Andrew Wagner Review
Andrew has been our financial advisor for numerous years. We believe that Andrew is very knowledgeable in financial matters important to us and our life goals. He has excellent clarity in his communication and he and the staff we interface with are very responsive to emails or phone calls. He conducts reviews of our investment accounts in a recurring fashion, and also reviews matters relating to tax planning. We are very satisfied with the relationship we have built with Andrew and would highly recommend him as a financial advisor.
Review for Andrew Wagner
My beginnings with Andrew started a few years before my retirement. I was very impressed with Andrew and his skill sets in handling my financial contributions through our 401K program. It was obvious to me very early that Andrew was very analytical and very skilled with his client's money. Andrew was passionate about my investments as it they were his. At least that is how he made me feel. Very early I grew calm about it all because of the successes he had with my funds. Andrew is so good at preparing the charts, data, and graphs to help me see and understand. I have been so impressed with how in the weeds and detail he is with my investments and is always able to describe and explain complex things on a level that I can understand. Phew, thank goodness for this ability of his. And yet, he made me feel as if I were very smart. Thanks Andrew. It has been so cool to have a financial advisor that you trust like a friend. Because you cannot help but to become a friend. I love this but he still is always professional. I have always felt I can ask Andrew anything and even ask dumb and elementary questions. His answers are a God-send because he has opened my eyes through his simplistic explanations. What do I mean by a friend? Recently my little sister unexpectedly passed away. It happened to be during a period when I had an appointment and I had to cancel it due to her passing. Andrew, and his assistant Toni, both sent me and my family a gift box of goodies with a beautiful card and some very nice words. This was not a gift of obligation. Rather, it was a sincere gift with words of encouragement and words of sympathy. Yes, friends, yet a professional advisor. Bottom line, Andrew was ALWAYS had my best interests in mind. He has shown that on many occassions. I trust any direction or advice that he gives me because he tells me what I need to hear instead of just what I might want to hear. This is a true friend and advisor. Thank you for your ability to help me in all my transactions and decisions on my investments. Let Andrew become your "friend" too and you will never regret it. Monte Russell
Andrew Wagner Review
Andrew has been my financial advisor since I retired two years ago. Andrew not only assisted me in transitioning into retirement but has been a solid rock for me with all of my questions. Andrew has met with me and my family multiple times with guidance and valuable financial information. My vote is for Andrew. Thank You.
Proactive investment strategy yields long term success and growth!
I have been with the core group at Quotient for over 30 years! Their global financial thinking and timely interaction with all market segments have brought consistent positive results. Andrew communicates all aspects of the financial planning and execution process in a clear, logical, and complete fashion that helps us understand the goals and strategic game plan as we navigate to consistently excellent returns all within our risk tolerance guidelines. He communicates in a clear professional manner that instills confidence in our decisions through Quotient. I can count on his timely responses and proactive client communication. Our shared values and family first approach instill inter generational confidence and surety going forward. Plus he is just a great guy!!
Working with Andrew Wagner
I have been working with Andrew since shortly after I retired in 2014. My wife is not able to travel to do face to face meetings but Andrew has done a great job of keeping us informed via phone calls and web meetings. He has been extremely easy to get in touch with and offer guidance when I have had questions. I feel that He understands what I am trying to accomplish with my finances and I trust him completely.
Andrew Wagner is very knowledgeable and a great communicator.
Andrew has been great to work with for may years. He listens to our goals and customizes the investment strategy around our goals. He has been very responsive and always available to answer questions.
Very happy working with Andrew!
Andrew has been helping manage our money for about 7 years, and much longer for my parents. They recommended him to me and I've been very happy with the financial results I've seen and really like working with him! I'm still many years away from retiring, but grateful for the guidance and support during this 'growing' stage of my life and because he's so young, I'm hopeful he will also lead me into retirement in 20 years! that's the goal!!
Andrew is reliable and trustworthy
After changing from a previous broker who barely had the time to meet annually, Andrew is a breath of fresh air. He always returns calls, answers my questions and explains why the portfolio is invested as it is. Great communication and very professional.
Grateful for Andrew's Financial Guidance
We have had the privilege of working with Andrew Wagner for several years. He has consistently been proactive and thoughtful in helping us manage our finances and prepare for retirement. We can always count on Andrew to be responsive to our questions and authentic in his guidance—whether we are discussing the market or making important financial decisions. We have complete trust in Quotient Wealth and Andrew. We are deeply grateful for the care, expertise, and personal attention he continues to provide.
Andrew Wagner--Quotient Wealth Partners
Andrew has been an asset to me in my retirement years. His communication skills are top notch when it comes to explaining my portfolio. Each time after a forum that I've attended with regards to Quotient Wealth I set up a meeting with him to discuss all my questions and he clearly explains the highlight of the forum. Just recently I met with him to discuss all of these things that are happening in the market and he assured me once again that my portfolio is diversified in a way that will give me future gains and he did this by way of visual examples because I am a visual person. He is very responsive and timely whenever I reach out to him. I am about to reach out to him today and I gurantee you he will respond quickly and all of my questions will be answered.
Outstanding Advisor
Andrew Wagner has been an important asset over the years to help us manage our money during our retirement. He is always quick to respond to any question we have and has helped us make smart financial decisions, thanks to his expertise. He takes a genuine interest in helping us get the most growth from our investments and because of that, we know our money is in good hands with Quotient Wealth and Andrew.
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