Dakota
Dakota
Book a Demo
Talk to an Expert

The Warner Companies

EST. AUM
$802,359,348

CONTACTS
2

CLIENT ACCOUNTS
381

Firm Details

Metro area Washington, DC
CRD Number 108001
Website lwarner.com
Client types

Overview

The Warner Companies is a prominent independent, full-service financial and benefit consulting firm that caters to corporations and high-net-worth individuals across the United States. Committed to delivering the highest level of service, the firm prioritizes the trust and confidence of its clients, striving to exceed their expectations through superior performance and services. The firm provides comprehensive advice in all areas of financial planning and benefits services, including wealth strategies, estate, retirement, and investment planning, as well as sports management and employee benefit planning. As a member of the M Financial Group, a distinguished national network of over 130 financial services firms serving the upscale market, The Warner Companies operates as a registered investment advisor and remains independently owned and operated.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy