The Warner Companies Employee Directory
InsuranceUnited States11-50 Employees
The Warner Companies is an independent, full-service financial consulting firm that serves corporations and high-net-worth individuals across the United States. It emphasizes a commitment to strong client service, aiming to earn trust by delivering comprehensive wealth planning and management. Its offerings cover financial, estate, retirement, and investment planning, and extend into areas such as sports management and various benefit programs for executives and employees. Securities are offered through M Holdings Securities, Inc., a registered broker-dealer, while investment advisory services are provided through The L. Warner Companies, Inc. RIA, reflecting an independently owned and operated structure. Based in the United States, the firm operates with a relatively small staff and positions itself as an independent advisor serving both corporate and individual clients with coordinated wealth and benefit planning.
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