Founded in 1981, in San Antonio Texas, the ﬁrm has evolved from a group of insurance and mutual fund representatives to a full service wealth management company. In 2007, Reagan Wagner, Bob Wagner and Joel Swinehart joined forces to form what is now National Financial Alliance, LLC.
NFA provides comprehensive and integrated ﬁnancial services in a high-engagement, client-centric service model. We focus on long-term client relationships, employing a philosophy of planning iteration and evolution to address needs and objectives as they change over time.
The NFA advantage is a built-in system of collaboration, expertise, leverage and support. The Alliance consists of over 190 afﬁliates and associates, each committed to the idea that success is most readily achieved through genuine and in-depth engagement - with our clients, among our team and throughout the ongoing planning process.
Robert (Bob) Wagner
Mission, Vision, and Values
We are driven to help each client work toward their unique definition of financial success.
We strive to establish our firm as the new standard in the financial services industry.
Faith, Family, Finance, Fitness, and Fun. This has always been the foundation of our firm.
Faith - While religious Faith is a personal choice, you must have Faith that we will support you
Family - We believe your Family must come first
Finance - We believe your Finances have to be in order, therefore we operate from financial strength vs. financial weakness
Fitness - Fitness is both physical and mental, and we believe you must be Fit to be engaged in our business
Fun - You must also have Fun. If you are not having Fun, then why do it? Here at National Financial Alliance, we believe you must make life enjoyable