Waggoner Financial

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Waggoner Financial A firm focused on financial education & planning. We aim to provide high quality financial services.

• Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org
Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Waggoner Financial are separate entities from LPL Financial.
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Congratulations to Mya Grant on celebrating one year with Waggoner Financial.Over the past year, Mya has been an essenti...
10/16/2026

Congratulations to Mya Grant on celebrating one year with Waggoner Financial.

Over the past year, Mya has been an essential part of how Waggoner Financial runs day to day, supporting the team, engaging with clients, and helping create a welcoming environment in the office. Her organization, attention to detail, and warm approachability make her someone colleagues and clients alike can count on.

Thank you for the care and consistency you bring every day.

Congratulations on this milestone, Mya!

Our Fall 2026 Economic Dinner: Growing Together brought 200 guests to the Crowne Plaza Lansing.Guests enjoyed dinner and...
10/16/2026

Our Fall 2026 Economic Dinner: Growing Together brought 200 guests to the Crowne Plaza Lansing.

Guests enjoyed dinner and drinks, a networking social hour, a warm welcome from our President, Kiley Eory, CFP®, ChFC®, EA Eory, and a macroeconomic talk from our CEO & Founder, Eric Waggoner, CFA®, CFP®, CLU®, ChFC®, AEP®.

Thank you to our sponsors: Fabiano’s Candies for the chocolates shared with every guest, Henningson Farms for the floral arrangements that brought our theme to life, and The Local Epicurean for a wonderful raffle basket. We are also grateful to Christopher J Buck, CEcD, host of the Michigan Reimagined podcast, for hosting the evening.

We look forward to seeing everyone at our Spring 2027 Economic Dinner.

Congratulations to Anh D**g on celebrating one year with Waggoner Financial.Over the past year, Anh contributed to Waggo...
10/08/2026

Congratulations to Anh D**g on celebrating one year with Waggoner Financial.

Over the past year, Anh contributed to Waggoner Financial's marketing efforts as a Marketing Associate while completing her dual-enrollment program at Michigan State University, graduating this past August with both a Bachelor's degree in Marketing and a Master's in Marketing Research and Analytics. Her creativity, global perspective, and collaborative spirit make her a valued member of the team.

Thank you for the bright energy you bring to the office every day.

Congratulations on this milestone, Anh!

Congratulations to Brian Breslin on celebrating one year with Waggoner Financial.Over the past year, Brian has brought c...
10/06/2026

Congratulations to Brian Breslin on celebrating one year with Waggoner Financial.

Over the past year, Brian has brought curiosity, rigor, and a genuine commitment to excellence to his role as Paraplanner, supporting our wealth management and financial planning services through detailed analyses, client reports, and strategic support for our advisors. His thoroughness and dependability make him a valued resource for both clients and colleagues.

We appreciate your dedication and the impact you bring each day.

Congratulations on this milestone, Brian!

09/10/2026

Waggoner has been named to the 2026 Inc. Magazine 5000 list of America's fastest-growing private companies.

With a 160% revenue growth rate, Waggoner ranked:
#2,119 in the Nation
#166 in Financial Services
#1 in the Lansing–East Lansing, MI Metro Area
#37 in Michigan

From our roots in Lansing to clients in more than 35 states and abroad, this recognition reflects our team and the work they do every day. Thank you to everyone who helped us get here.

View the full 2026 Inc. 5000 list: https://lnkd.in/eBGHyVTH

DISCLAIMER: To qualify for the 2026 Inc. 5000 list of the Fastest-Growing Private Companies in America, companies must be privately held, for-profit, based in the U.S. and independent, and have generated at least $100,000 in revenue in 2022 and at least $2 million in revenue in 2025. Companies completed an application with qualitative and quantitative information to be considered for the award. Nominees paid a participation fee of $495 and have the option to purchase additional marketing packages. The award is not an endorsement nor is it based on or indicative of (i) any one client’s experience with the financial advisor, (ii) total number of clients, (iii) total assets under management or (iv) past investment performance or a guarantee of future investment results.

When Lionel Messi walks out in New Jersey this Sunday to face Spain in the World Cup final, most of the planet will be w...
07/17/2026

When Lionel Messi walks out in New Jersey this Sunday to face Spain in the World Cup final, most of the planet will be watching a 39-year-old chase a second title in what is almost certainly his last World Cup.

Fewer people will be watching an investor.

Off the pitch, Messi has quietly built a remarkably focused portfolio: a sports-tech venture firm, a boutique hotel brand where he owns the real estate and lets professionals run it, a listed property trust, and this spring, a Barcelona football club bought for its youth academy rather than its trophy case.

What stands out isn't the size of the checks. It's the restraint. No random ventures with his name stapled on, just capital in sectors he genuinely understands, with almost everything anchored to the city that made him.

There's a lesson there that has nothing to do with soccer. The strongest portfolios are usually built around what you actually know.

Meet Isabella Romero-Perez, Wealth Management Intern at Waggoner.A rising senior at Michigan State University - Eli Broa...
07/14/2026

Meet Isabella Romero-Perez, Wealth Management Intern at Waggoner.

A rising senior at Michigan State University - Eli Broad College of Business studying Finance, Isabella supports advisors through client meeting preparation and proactive client engagement. She brings strong analytical ability and a disciplined work ethic to every responsibility she takes on, and her hands-on experience in a professional advisory environment is already shaping what promises to be a meaningful career in financial services.

Outside the office, Isabella enjoys the outdoors, staying active, and spending time with friends and family.

We're glad to have her with us this summer.

Congratulations to Aditi Yadav, CPA, on celebrating 1 year with Waggoner.Over the past year, Aditi has become a valued m...
07/07/2026

Congratulations to Aditi Yadav, CPA, on celebrating 1 year with Waggoner.

Over the past year, Aditi has become a valued member of our Tax team, bringing accuracy, professionalism, and a thoughtful approach to every client interaction. This year also marked another major milestone as she earned her CPA, reflecting her dedication to excellence and continued professional growth. Her commitment to delivering high-quality work has made a meaningful impact on both our team and the clients we serve.

We appreciate your hard work and the positive difference you make each day. Congratulations on an incredible first year, Aditi.

07/02/2026

"What are you most excited for this summer?"

A little throwback to day one, when we asked a few of our 2026 interns that question, and their answers set the tone for the weeks ahead.

Halfway in, we hope they are learning, growing, and achieving everything they set out to.

Meet Aditya Chaturvedi, Wealth Management Intern at Waggoner.A rising senior at Michigan State University - Eli Broad Co...
06/25/2026

Meet Aditya Chaturvedi, Wealth Management Intern at Waggoner.

A rising senior at Michigan State University - Eli Broad College of Business, Aditya is pursuing a degree in Finance with a minor in Financial Planning & Wealth Management. At Waggoner, he supports wealth management and financial planning operations through client meeting preparation and proactive client communication, building the foundation for the career ahead of him.

Outside the office, Aditya stays active through soccer and fitness, and values the time he gets with friends and family.

We're glad to have him with us this summer.

Address

2400 Lake Lansing Road Ste. C
Lansing, MI
48912

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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