Helping individuals and families build, protect and preserve wealth through personalized financial strategies. Our team provides guidance in estate planning, wealth transfer, retirement planning and risk management, helping clients navigate life’s most important financial decisions with confidence.
Designing competitive employee benefit programs that help organizations attract, retain and support top talent. We work closely with employers to develop customized benefit strategies that balance workforce needs, organizational goals and long-term financial sustainability.
Creating tailored executive benefit and compensation programs designed to reward, motivate and retain key leaders. From nonqualified deferred compensation plans to executive life insurance and retirement strategies, we help organizations strengthen leadership continuity and succession planning.
Enhancing employee benefit offerings with voluntary programs that provide additional financial protection and flexibility. Our solutions help employees access valuable coverage options while enabling employers to expand benefits without significantly increasing benefit costs.
As a data-driven auditing organization, The Warner Companies leverage disparate data and convert it into actionable information. We are cognizant of the issues that can impact audit results. As a result, we are able to architect audit solutions that make sense for our clients.
Advisory services include:
Wellness Solutions is a risk management strategy delivered through the collaboration of like-minded employers, healthcare providers, health management companies, benefits advisors and technology focused on sustainable health outcomes which will lead to long-term healthcare stability.
With the multitude of changes occurring as a result of healthcare reform, The Warner Companies Wellness Solutions work with companies to develop, execute and substantiate the business case that aligning the interests of employers, physicians, hospitals, and individuals through a collaborative solution focused on employee and dependent health management will lead to long-term healthcare sustainability, reduced absenteeism, reduced presenteeism and higher productivity.
Phone: 410-252-0808
Fax: 410-510-1796
9690 Deereco Road, Suite 650
Timonium, Maryland 21093
© 2026 The Warner Companies, a Foundation Risk Partners Company, All Rights Reserved.
Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through The L. Warner Companies, Inc., a Registered Investment Advisor. The L. Warner Companies, Inc. is independently owned and operated. The L. Warner Companies, Inc. is a member of M Financial Group. Please go to mfin.com/disclosure for further details regarding this relationship.
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