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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-22-2005
- Office Locations
- 2
Office Locations
About Warner Financial, INC
Warner Financial, Inc. is a Bethesda, MD fee-only RIA and fiduciary focused on helping clients prepare for retirement. The firm provides investment management alongside retirement, estate, and tax planning. Portfolios make substantial use of public funds and ETFs, and the practice also supports ESG and asset-allocation mandates. Founded in 2005; primary custodian is Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BARBARA ANNE WARNER
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1129399
- Ownership
- 50% but less than 75%
CHRISTOPHER MICHAEL WARNER
Partner, VICE PRESIDENT
- CRD
- #5433126
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Kevin Scott Jarcho
Consultant
- CRD
- #7443748
DAVID STEPHEN WARNER
--
- CRD
- #4433138
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $840,784,820 | $1,139,275 |
| Non-Discretionary | $11,025,787 | $1,225,087 |
| Total | $851,810,607 | $1,140,309 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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