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
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
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