Message from the Chairman

The Warner Companies is an industry leader in financial solutions for high net worth individuals and successful organizations as a result of making our clients' satisfaction our primary focus.

We know success depends on building strong relationships with our clients and providing the highest possible level of service. In the process of providing superior, creative, timely and cost-effective services, we have created an environment that we believe is unique among our peers. We have a passionate dedication to professionalism, education and high ethical standards. These qualities have provided the foundation of our company and remain our guiding principles today.

The strategies we offer our clients have made us a leader in the industry and our reputation can be attributed to three vital elements: Our People, Our Relationships and Our Service.

Our People are well versed in the full range of financial and benefit issues, and are enthusiastic, energetic and passionate about their work. Investment in education for all staff helps ensure that every employee is kept current on the latest trends and legal changes affecting our clientele. We have worked hard to respond effectively to industry evolution – and anticipate the ways it will continue to change. 

Our Relationships with clients, advisors, colleagues and associates are the impetus of our success. Clients, such as corporations, executives, business owners, physicians, and professional athletes expect the highest quality services and we try to provide nothing less. In today's dynamic financial environment, clients' needs have never been more far-reaching nor more challenging, and they turn to The Warner Companies to get results. We proactively coordinate our varied areas of experience in order to provide the best service and, quite simply, will not make a recommendation until we weigh every financial option available. 

Our Service is a matter of pride. We are confident that our process, which is based on a commitment to integrity and quality, will be beneficial to our clients. The Warner Companies is on the leading edge of emerging technology and, as a result, continues to make substantial investments in state-of-the-art technological tools. Our proprietary computer software allows us to better serve our clients and their advisors. Our services and strategies are tailored to meet the individual needs of each client we serve.

In over 30 years of business, our clients have greatly benefited from our services, though many came to us believing they were already financially sound. Our primary objective is to add value to our clients that is commensurate with the quality of our services. Success in attaining that objective should provide a positive long-term return for clients and a rewarding environment for our people. This is what we strive for at The Warner Companies.


Lee W. Warner, AEP, CLU®, ChCF®, CFP®

Chairman & CEO