Innovative Executive Benefits Planning

Our Executive Benefit Services offer organizational strength, continuity, professionalism, and reliability. We help organizations with their overall executive benefits strategy as well as with the individual areas of plan design, communication, administration, security, and financing.

Featured Services

The Warner Companies (TWC) has helped high-net-worth individuals, business owners and organizations navigate complex financial decisions with confidence. Founded in 1992 by Lee Warner, the firm has built a reputation for delivering sophisticated financial consulting, executive benefit strategies and advanced estate planning solutions through a commitment to trust, innovation and personalized service.
Individual-consulting

Individual Consulting

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.

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Employee Benefits

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.

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Executive Benefits

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.

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Voluntary Benefits

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.

A well-designed plan can attract and retain executives while helping ensure the future growth and success of your organization. The Warner Companies works closely with management or the compensation committee to assure appropriate goals and objectives are incorporated into the benefit plans.
  1. Nonqualified Executive Deferral Plans
  2. Supplemental Executive Retirement Plans
  3. Supplemental Life Benefits
  4. Supplemental Disability Benefits
  1. Communication and enrollment materials and presentations
  2. Plan documentation and administration guidelines
  3. Electronic data storage and retrieval process
  4. Ongoing benefit and funding administration requirements of plans
The Warner Companies will review and analyze benefit security techniques and their impact on stakeholders. We often implement layered approaches to benefit security to best suit our clients and have frequently been called upon to provide quick responses to a threatened change in control.

The Warner Companies has the experience of developing an informed funding strategy consistent with your corporate objectives. Our clients rely on our advice to evaluate mutual funds, COLI, company stock and hybrid solutions. The strategy utilized is commonly driven by:

  1. Complement plan design
  2. Leverages your benefit dollars
  3. Protects benefits from change in management control
  4. Balances investment return, liquidity and risk minimization
  5. No fund family or carrier limitations

Let's Start the Conversation

Whether you're planning for your family's future or seeking strategic guidance for your organization, The Warner Companies is here to help you navigate what's next with confidence.
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Services

Individual Consulting
Employee Benefits
Executive Benefits
Voluntary Benefits

Contact Us

Phone: 410-252-0808
Fax: 410-510-1796

Our Location

9690 Deereco Road, Suite 650
Timonium, Maryland 21093

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© 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.

Check the background of this firm and/or investment professional on FINRA’s BrokerCheck.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.