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Welcome to Warner Group

Our Approach

Warner Group was founded with the mission of guiding our clients through every aspect of their financial lives. We strive to align your financial tools with short and long-term goals so you can move through life with confidence, understanding and abundance.

As you navigate through the ever-evolving challenges and milestones of life, we are here to serve as a trusted resource for you, your family and your community.


Schedule a call with our team today

What began as a family business in 1983 has grown into a trusted financial source for clients throughout the country. We are proud to act as fiduciary for our clients and wholeheartedly believe everyone deserves to feel financially empowered. Our team looks forward to working with you.

James Warner

James A. Warner, CFP®

Investment Advisor Representative

Jim Warner

Jim Warner

Investment Advisor Representative

John  Kinney

John Kinney

LPL Financial Advisor

Emily Phelan

Emily Phelan

Director of Client Services

Rachael  Ciocca

Rachael Ciocca

Client Service Associate

Natalie Swords

Natalie Swords

Client Service Associate

You've heard our story, now we want to hear yours. To learn more about how Warner Group can serve you, give us a call today.

203-929-2727