Our Firm

Warren & Brannen Company is an independent investment advisory firm. We work with you to understand your financial goals and to design an effective investment management strategy for achieving those goals. We also work as a member of your financial advisory team in all stages of your financial program development from initial assessment, to solution design, implementation and performance monitoring. Our goal is to take the mystery out of asset accumulation, income maximization, risk management, investment selection, retirement planning and wealth preservation.

Who We Work With. We serve individuals and businesses with an array of financial services delivered in an objective, qualified and personable environment. We like to take an interactive approach by working closely with you in achieving your aspirations. We believe our job is to listen attentively and respond creatively with tailored solutions that reflect our concern, our years of experience and a genuine commitment to exceeding your expectations in a professional service relationship. Our greatest assets are the long-term customer relationships we have built based on mutual trust, care and open communication. We believe long-term relationships are fundamental. Markets change. Tax laws shift. New products emerge. Your goals, needs and objectives change in response to events in your life. It’s our job to help you respond to today’s challenges in ways that can shape the tomorrow you envision.

What We Offer. For Individuals, we offer: Wealth Creation and Management Strategies

• Financial Plan Development
• Asset Accumulation and Risk Tolerance Assessments
• Asset Allocation and Portfolio Rebalancing
• Portfolio Development and Management
• Performance Monitoring and Quarterly Reporting

      Wealth Preservation Strategies

• Estate and Charitable Giving Plans
• Life, Disability and Long Term Care Insurance Planning
• Access to Tax Planning Professionals

For Businesses, we offer:

• Qualified Retirement Planning Services
• Employee Benefit Specialists
• Business Continuation Strategies

We appreciate your interest in our firm and hope you will take the time to enjoy our on-line calculators, portfolio tracking capabilities and research tools. We hope our site will be one of your browser favorites. If you would like to view additional information about the tools and services we offer, just click on the section titled “Our Services” or feel free to contact us anytime with any questions you may have about your financial situation.