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Mary Wagner, AIF®, CPFA®

Mary Wagner, AIF®, CPFA®

Managing Partner

Mary E. Wagner is the Managing Partner of our team of Investment Representatives at Valley Creek Advisors. With over 25 years of experience in the banking, financial planning and investment field, she has extensive knowledge in asset management, investments, insurance and retirement plans. Mary has been a multi-year attendee of the Barron’s top Financial Advisors and the Women's Financial Advisors summits. Barron's attendees are based on assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.

Mary earned a Bachelor’s of Arts degree with a major in Political Science and Journalism with her graduate work in Business Administration.  She has attended University of Cincinnati, Georgetown University, Ohio University, American University, Ursinus College and St Joseph’s University.  Mary holds a General Securities Series 7, Investment Company Products Series 6, Investment Advisory Series 65 and Securities Agent State Series 63 registration through Cambridge Investment Research.  She also holds life and health insurance licenses in DE, FL, NJ, NM, PA, SC, UT.  

Today Mary provides retirement and investment planning for owners and employees of local companies in the Philadelphia area including the healthcare, technology and engineering sectors.  Mary prides herself on providing her clients exceptional financial advice with integrity and superior ethics. In her spare time, Mary enjoys a variety of active outdoor pursuits including cycling, hiking, camping, swimming, tennis, golf and traveling.