Taxes

• Tax Planning

Investment

• Investment Management
  Dave worked as a technical systems analyst for ten years before joining an investment management firm in Virginia as a stock analyst in 1987. In 2000, he was awarded the Chartered Financial Analyst® (CFA) designation, and he decided to take his talents to Warner Financial, Inc.

Accounting

• Accounting Services
• Cash Flow Analysis

Planning

• Financial Planning
  At Warner Financial, we are committed to providing cost effective, comprehensive, fee-only financial planning services to individuals, couples, and families.
• Retirement Planning
• Asset Management
  At Warner Financial, we work with you to develop a financial plan that will serve as your guide to Accomplishing Goals.