Warner Financial, Inc

Warner Financial, Inc. is an investment advisor firm established in April 2005, located in Bethesda, Maryland. The firm is owned by Barbara Warner and Christopher Warner, offering fee-based investment advisory services tailored to individual client needs. Services include financial planning and asset management, with a focus on long-term financial goals and continuous supervision over investment accounts. Clients can receive discretionary and/or non-discretionary investment advisory services on a fee-only basis, with fees based on a percentage of assets under management. The firm primarily constructs client portfolios using no-load mutual funds and ETFs for diversification. Warner Financial does not participate in wrap programs and does not charge performance-based fees. The firm does not engage in directed brokerage and has established a Code of Ethics to ensure ethical conduct. Clients are responsible for voting proxies on their securities. The firm does not have custody of client assets and maintains privacy policies to protect client information. Warner Financial does not share client information for marketing purposes and has safeguards in place to protect client data. For any inquiries, clients can contact Barbara Warner, the Chief Compliance Officer.