The L. Warner Companies, Inc.



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ABOUT OUR COMPANY
The L. Warner Companies, Inc. is one of the nation's leading independent, full-service financial consulting firms serving corporations and individual clients of substantial net worth throughout the United States. We are dedicated to the highest possible level of service. This has provided the foundation of our firm and remains our guiding philosophy today. Our most valuable asset is the trust and confidence of our clients and our goal has always been to exceed their expectations with superior performance and services. Everything we do is guided by this approach.
The firm advises clients in every aspect of financial planning and benefits services. Our services involve wealth strategies, and include comprehensive financial, estate, retirement, and investment planning; core employee benefit planning; and, executive benefit planning.
The L. Warner Companies Inc. is a member of the M Financial Group, a prestigious national network of 110 financial services firms exclusively serving the upscale market. The L. Warner Companies, Inc. is a registered investment advisor.
The L. Warner Companies, Inc. is independently owned and operated.

OUR SUCCESS
At The L. Warner Companies, Inc., we attribute our success to our people. We have assembled a team of experienced professionals who are deeply committed to providing a better financial result for our clients.
Our associates and strategic partners include many of the country’s most prestigious advisors, those who share our desire to offer their financial knowledge, experience and instincts to benefit the individuals, families, and businesses they serve.
Founded in 1992, we serve as an independent financial planning resource not only to clients, but also to professionals in the legal, accounting, investment, and banking communities who require a higher level of technical expertise. Active senior management is provided on every engagement, affording each client a combined total of over 350 years of experience.
We hold our clients' interests as our main priority. Our goal is to present and implement innovative ideas and current thinking that may never have occurred to clients or their advisors.
YOU CAN BENEFIT FROM OUR WORLD CLASS TECHNICAL EXPERTISE!

Continual professional education provides you access to current techniques.
Senior Management averages 24 years of individual experience, and over 350 years combined.
Active Senior Management is provided on every Engagement

Privacy Notice © Copyright 2004 - The L. Warner Companies, Inc. The L. Warner Companies, Inc. and its representatives are licensed to operate in particular states of jurisdictions and may operate only where licensed and, with regard to any particular product, where that product has been approved. The insurance and/or investment product information on this site is not intended for distribution or use in any states or jurisdictions where our company, its products, or representatives are not so licensed or approved. Offers of securities products are made only by a current prospectus, and only in those states in which there is a current, effective registration statement. Registered Representatives at the L. Warner Companies, Inc. offer securities through M Holdings Securities, Inc. A Registered Broker/Dealer. Member FINRA/SIPC. Registered Investment Advisory Services Offered through The L. Warner Companies, Inc. The L. Warner Companies, Inc. is independently owned and operated. Non-securities, Insurance products are underwritten by unaffiliated insurance companies. The L. Warner Companies, Inc. is a registered investment advisor. The L. Warner Companies, Inc. is a member of M Financial Group. Please go to www.mfin.com/DisclosureStatement.htm for further details regarding this relationship. For more information about staff affiliation with M Financial Group, please refer to the individual staff biographies.