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Our Philosophy

Warner Financial Group Inc. (WFG) is a comprehensive financial services firm committed to assisting individuals and organizations to ensure long-term financial success. We specialize in creating custom-tailored portfolios, based on a client’s investment goals, income needs, tax situation, and tolerance for risk.

WFG was founded with the goal of assisting its clients in every aspect of their financial lives. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise. The most important key to our longevity, however, is our clients’ success. For each of our clients, we strive to create the financial stability and security required for financial independence. The clients of WFG require our services, not only for quality investment plans, but also for more important things—like the freedom to enjoy the wealth life has to offer. This is a responsibility not taken lightly by this firm. It is why WFG favors long-term performance and stability, over short-term gain.

Our clients find WFG to be firm in our beliefs and values. We stand ready to practice the virtues necessary to maintain those values. We are brutally honest: we give attention to detail, and are responsive to our client’s needs. We do what we promise for our clients.

The investment philosophy of our portfolios is based on the intersection of the use of fundamental equity analysis and technical indicators. WFG uses this philosophy to determine the risk level inherent of the current market conditions. 

The strict adherence to and application of our investment philosophy helps enable us to improve your opportunity to fulfill the goals of:

  • Wealth Accumulation
  • Wealth Preservation
  • Reduction of Risk.

The overarching tenet is reduction of risk. When risk is high, Wealth preservation is emphasized. As the level of risk declines and equity valuations become more favorable, wealth accumulation becomes the main objective.

Along with these three tenets as our focus, two additional facets remain consistently important to the values of our firm:

1.  Selective Client Base: Our select group of clients includes three distinct groups with which we feel we possess a proper fit.

     A. Those nearing retirement or those families that are interested in tax advantaged retirement income distributions.
     B. Pre and Post Divorcees.
     C. Families with special needs children.

2.  Client Education: Our strength is our dedication to ensuring that our clients thoroughly understand the investment decisions presented before them. We spend extensive time and effort educating our client as to the rationale behind the recommendations that we make. It is our goal to instill in our clients a working knowledge of the decisions presented to them. The most expensive education is the ones made from life’s mistakes. You don’t know what you don’t know….