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

Lee Warner

Bill Stever

Andrea Boser

Ilene Salcman

Thomas Gramigna

Chfc® Raymond L. Penzi Clu®

Jay Witasick

Kelly Marcus

Bernard Fish (Bernie)

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

Leadership Team

Client Services Team

Vice Presidents

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Other teams at The Warner Companies

Leadership Team

Client Services Team