Financial Planning
for Young Families

Socially Responsible Investments

Registered Investment Advisor
Your Experts in Family Finance

Providing peace of mind

Why Choose Us?

Supporting your Family

We’re parents, just like you, but family finance is our expertise. As a fiduciary, we have no outside influences aiming to make a sale. Our only concern is guiding you through life’s financial decisions, and helping you create the security you want for your family.

Fiduciary

Putting our client’s best interests FIRST at all times.

ACCOUNTABILITY

We will give you a push when you need it, and space when you need it too.

EXPERTISE

We simplify the complex task of smart investing.

CRUSH YOUR DEBT

We will come up with a plan to get you out of debt.

DIRECTION

We will map out your goals and direct money towards them.

All-in-One

All of your accounts consolidated in your WBF phone app for a secure, personal financial dashboard.
Conversations with Paul.
We will meet at a local coffee shop (or our office in downtown Vancouver), discuss needs, philosophy and approach, and take the time needed to decide if we are the right fit to work together. No matter what we decide, you will leave with a clear one-page outline of important financial steps parents can take (based on best practices) to prepare for the future.
  • Peace of Mind through Personalized Financial Planning
  • Nobel Prize winning, Evidence-based Investment Strategies
  • Socially Responsible Portfolio Design using Low-cost Funds
  • Community Financial Education

How much do you value Peace of Mind ?


Our strategic alliances.

Independent RIA

Warner Brown Financial LLC is a Registered Investment Advisor in the State of Washington. The advisor may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein.

Securities offered through Betterment for Advisors. Member FINRA/SIPC.
To Check Firm or Individual Backgrounds please go to Finra’s Brokercheck.
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