The Company

The Warner Companies is one of the nation's leading independent, full-service financial and benefit 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; sports management; executive benefit planning; core employee benefit planning; and, voluntary benefit planning.

The Warner Companies is a member of the M Financial Group, a prestigious national network of over 130 financial services firms exclusively serving the upscale market. The Warner Companies is a registered investment advisor.

The Warner Companies is independently owned and operated.


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