The Warner Companies 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; sports management; executive benefit planning; core employee beneﬁt planning; and, voluntary beneﬁt planning.

The Warner Companies is a member of the M Financial Group, a prestigious national network of 140 ﬁnancial services ﬁrms exclusively serving the upscale market. The Warner Companies is a registered investment advisor.

The Warner Companies is independently owned and operated.

Insurance

Investment Management

The Warner Companies

The Warner Companies' headquarters in United States

Lee Warner

Ed Gerace

Kelly Marcus

Bernard Fish (Bernie)

The Leadership Team at The Warner Companies is responsible for setting the strategic direction, overseeing company operations, and ensuring that the firm's high standards of service are met or exceeded. Comprising top executives and senior vice presidents, this team plays a pivotal role in decision-making, client relationship management, and driving growth across all service areas, including wealth strategies, financial planning, and specialty benefits. Their combined expertise and oversight ensure that the company's objectives align with its guiding philosophy of trust, confidence, and superior performance.

Leadership Team

The Vice Presidents at The Warner Companies spearhead specialized divisions including Sports Management, Voluntary Benefits, and Corporate Communications. They provide strategic leadership, oversee high-level client relations, and ensure the execution of comprehensive financial and benefit planning services. Additionally, they are instrumental in fostering client trust and upholding the firm's commitment to superior service and performance.

Vice Presidents

The Client Services Team at The Warner Companies is responsible for providing personalized financial consulting and support to our high-net-worth individual and corporate clients. They ensure exceptional client satisfaction through tailored wealth strategies, comprehensive financial planning, and superior service delivery in areas such as estate, retirement, and investment planning, as well as executive and employee benefits. The team's primary focus is to maintain and enhance the trust and confidence of our clients by exceeding their expectations with superior performance and services.

The Warner Companies

Org chart

Teams

Leadership Team

Vice Presidents

Client Services Team

Offices

The Warner Companies

Org chart

Teams

Leadership Team

Vice Presidents

Client Services Team

Offices

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