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Warner Financial, Inc.

Disclosure Materials


Warner Financial, Inc, (“WFI”) is an SEC registered investment adviser located in Bethesda, MD. WFI and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers and by those states in which WFI maintains clients. WFI may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. WFI’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of WFI’s website on the Internet should not be construed by any consumer and/or prospective client as WFI’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by WFI with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of WFI, please contact the SEC or the state securities regulators for those states in which WFI maintains a notice filing. A copy of WFIs current written disclosure statement discussing our business operations, services, and fees is available from WFI upon written request. WFI does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to WFI’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by WFI), will be profitable or equal any historical performance level(s).

Certain portions of WFI’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, WFI (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from WFI, or from any other investment professional. WFI is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.