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Why Us

At Legacy Finance, we are guided by a set of core values that shape everything we do. We believe in building and protecting legacies for our clients, and we are committed to establishing transparency and trust in every interaction. Our team offers high caliber resources and services, delivering a customized approach tailored to your individual goals. Additionally, we take pride in giving back to the community by adding value to our neighborhoods. Whether it's through volunteering or community outreach, we are committed to making a positive impact wherever we can.

Knowledge, Expertise and Ownership

  • Bradley Warner holds various prestigious and professional designations in the financial world including the CFA, which less than 2% of advisors hold*.
  • Legacy Finance, formally Warner Financial, was created to care for our own family assets and not for maximizing profits.
  • We have a knowledgeable team of multiple CFPs® with over 40 years experience.
  • As a team of lifelong learners, we strive to make continuous improvements and seek to understand first.

High Fiduciary Standard

  • As an investment advisor, at Legacy Finance, we have a fiduciary duty to all clients. It is our responsibility to provide fair and full disclosure of all facts and act solely in the best interest of each of our clients.
  • We use unbiased advice, and have no “hidden agenda” or drive to sell any particular financial product.
  • We have access to many independent resources that allow us to thoroughly analyze product research and only select investments that we believe are best suited to our clients' needs.

Legacy Planning

  • Your portfolio wasn’t acquired overnight, at least most portfolios are not; it was built overtime. We believe in preserving and protecting your portfolio with the same care and attention that we protect ours with, all while helping you leave a strong legacy behind.

*2023 Market Intelligence CFA Institute

*2021 Bureau of Labor