WARNER FINANCIAL, INC

Overview

Warner Financial, Inc. is an independent registered investment adviser focused on individual and family clients, providing financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management, and also offers hourly and fixed-fee engagements, allowing flexibility for both ongoing advisory relationships and project-based work. Warner Financial emphasizes public funds and mutual funds as its primary allocation vehicle, and it identifies as an active ESG investor, incorporating environmental, social and governance considerations into portfolio selection and manager choices. Investment activity centers on diversified, fund-based core allocations supplemented with selective individual equity exposure. The firm appears to use index and low-cost fund structures for core equity and fixed-income exposures while layering on targeted stock positions and specialized exposures such as digital currency where appropriate. Financial planning is a visible part of the client offering, which supports customized portfolio construction for high-net-worth individuals and families.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices