Testimonials

Transitioning from self-directed investing to a professional advisory team was a significant step for us, but choosing Warner Wealth has proven to be an outstanding decision. They provide a level of service we simply didn't have before. James’ team is professional, trustworthy, and has given us the confidence we were seeking for our retirement assets and financial estate. 

This statement is a testimonial by a client of the financial professional as of 03/26/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

For many years, I handled both my personal and business investment and retirement planning on my own. As the owner of Anderson Krause Insurance, financial planning and financial long-term strategy have always been important to me. As the family business continues to grow, my personal family continues to grow, and as the financial picture continues to grow and evolve, I realized the value of having the right team in place. Partnering with James and Robyn at Warner Wealth have been one of the best decisions our agency and family have made. 

They now oversee the pension plan for our business after many years of managing it ourselves as well as helping us guide our family’s personal retirement planning and overall financial strategy. Having their expertise on both the business and personal side has brought us to another level with their thoughtful planning and skills.  Their professionalism, integrity, and work ethic are exceptional, and they give our family tremendous confidence in our long-term financial planning.

What makes James and Robyn especially unique is the way they build relationships with their clients. They are knowledgeable, responsive, and always willing to take the time to walk through decisions and make sure everything is clearly understood. Over the years, our relationship with them has grown beyond simply working together — they have become trusted friends as well as advisors.

They also go out of their way to show appreciation for the people they work with. From educational gatherings to fun social events. James, Robyn as well as their entire team of associates, consistently create opportunities for clients to connect and feel valued. It speaks volumes about the kind of people they are and the culture they’ve built.

My family and I are incredibly grateful for their guidance, and I recommend them wholeheartedly to anyone looking for advisors who are knowledgeable, dependable, and genuinely care about the people they serve. In fact, we’ve confidently referred friends and family to them over the years — which is the highest compliment I can give.

This statement is a testimonial by a client of the financial professional as of 03/30/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

We joined Warner Wealth in 2016. Having retired as owner/operator at A-Quick Pick Crane Bill now had time to research financial planners, and look at our investments; he realized we needed a fiduciary - not a commissioned based wealth manager. 

Close friends of ours were clients of Warner Wealth at that time and had recommended Warner Wealth over the years. We met with James to review our portfolio and were very impressed with his knowledge and the extensive resources available at Warner Wealth.

During this time we also observed how well they managed a friend’s investments and the compassion the entire team demonstrated at the passing of her husband. We felt it was more like family than just a business.

We are very thankful Warner Wealth also advised us to meet with law partners to set up our will and trust accounts to preserve our hard-earned savings. So now, we have our finances, our trust accounts all associated with Warner Wealth, and are also using Warner Wealth Team members for our Medicare Insurance.  We also use Warner Allred Tax Solutions for Tax and accounting services. Having everything under one umbrella makes it so much easier to manage. 

During these years we have also enjoyed so many invitations to a variety of client events and outings. From winemaking and tastings at various wineries, Bourbon distillery tour, NYC photo tour, Apple Picking, Fishing Trips, Pizza Making, Axe Throwing, Thimble Island Cruises, Essex Train rides, Holiday Parties, just to name a few!

When inviting friends to join us at events and speaking with other clients - they are amazed! Usually mention that their financial planner does not do any of that and find it quite surprising that Warner Wealth invites clients to gather together at so many parties and open houses, where we can discuss and share our experiences and everyone is so happy to be part of Warner Wealth.

Warner Wealth is also very community minded as they are sponsors and supporters of so many client-member based organizations. Over the years Warner Wealth has been a faithful partner of my many golf events and I have participated in several other community sponsored outings.

Over the years, we have been so impressed with the service and we have referred several friends and family members whom have joined; and we always receive such thoughtful letters and gifts of appreciation for the referrals. It is wonderful to be able to recommend a company that we trust and offers such a wide-range of professional, friendly and caring service.

We are thrilled to be clients of Warner Wealth - we will continue to recommend the entire team and look forward to many great years of working with them.

This statement is a testimonial by a client of the financial professional as of 03/06/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Lisa and I began working with James Warner in 2015, and over the years he has become far more than someone who helps manage our investments. He is a steady presence for our entire family—ourselves, our six children, and our seven grandchildren—and someone we trust deeply when it comes to guidance, perspective, and long-term planning. 

James has an exceptional ability to think ahead and help us see the bigger picture. Our conversations are thoughtful and strategic, whether we are discussing portfolio direction, risk management, or broader financial and business ideas. What we value most is how collaborative the process feels—James listens carefully, asks the right questions, and helps us make informed decisions with confidence rather than pressure.

One of the things we appreciate most is knowing James is always accessible. Being able to pick up the phone and speak with him directly, especially when timing matters, brings an enormous sense of reassurance. That level of availability, paired with his clarity and insight, has been invaluable to us.

The Warner Wealth team reflects the same high standards. They are professional, responsive, and consistently attentive, making every interaction easy and seamless. It is clear they genuinely care about the people they serve.

Because of our experience, Lisa and I have confidently referred friends, colleagues, and clients to James and his team. We do so knowing they will be treated with the same care, integrity, and forward-thinking approach that our family continues to receive.

This statement is a testimonial by a client of the financial professional as of 02/12/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

I have worked with James Warner and the team at Warner Wealth since I sold my business in 2016, and over the years that relationship has grown into something far more meaningful than traditional financial advising. James earned my complete trust early on, and that trust is the reason I confidently brought my mother into the firm as well.

James understands the unique dynamics of a mother–son relationship and approaches our family’s financial planning with care, respect, and clarity. He takes the time to ensure we are aligned on goals while honoring each individual’s needs, giving us confidence. Knowing that my mother is guided with the same thoughtfulness and integrity that I experience personally means everything to me.

What truly sets James and Warner Wealth apart is their ability to combine deep personal relationships with well-regarded execution. James leverages investment tools and technology that are at the forefront of the industry, creating transparency, efficiency, and smarter decision-making. He is not just following best practices—he is actively redefining what modern, family-focused wealth management should look like.

Because of this experience, I have referred friends, colleagues, and family members to James and Warner Wealth without hesitation. I trust James with absolutely everything, knowing that my family’s financial future is in capable, forward-thinking hands.

*This statement is a testimonial by a client of the financial professional as of 12/12/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Our family has had a long and positive relationship with Warner Wealth since 2014. Building a long-lasting relationship is a testament to the trust and confidence we've placed in James and his team. Having an advisor who is not only knowledgeable about financial markets but also caring and attentive to our individual goals and risk tolerance is essential in our successful long-term financial planning.

Having achieved significant financial milestones and being on track toward our retirement goals, reflects the effectiveness of the partnership we've established with James. It's clear that their expertise and personalized approach have played a pivotal role in our financial success.

Continuing to work with a trusted financial advisor like James as we march toward retirement is crucial for ensuring that our financial plans remain aligned with our evolving needs and aspirations. Here's to many more years of successful financial planning with Warner Wealth! If you have any specific questions about our experience with James and his team, don’t hesitate to reach out.

*This statement is a testimonial by a client of the financial professional as of 10/11/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Several years ago, when my husband passed away, I was in a position where I needed someone to help me in financial areas of my life that never needed addressing before. I needed both immediate and future financial direction to help me look to future needs now that I was on my own.

James Warner and the Warner Wealth group were wonderful at leading me to the next steps. Because of all the solid relationships they have with other advisors, i.e., Attorneys, Medicare Consulting, Accountants, etc., I was able to be advised under the Warner Wealth Group of people.

During the years that I have been with Warner Wealth, James has been attentive to my financial needs and reaches out to me to keep me abreast of what's going on in the marketplace and how it's affecting me personally. James also shows tremendous appreciation for his clients. He encourages his clients to gather together to socialize, which results in forming lasting relationships with other clients. With great pleasure, I can say that I have become a part of the Warner Wealth family.

*This statement is a testimonial by a client of the financial professional as of 10/17/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide tax legal services.  These entities and their services are not affiliated with LPL Financial and Warner Wealth. Medicare services are not offered through LPL Financial.