Warther Companies is an independent Registered Investment Advisor (RIA) headquartered in Akron, Ohio with over 30 years of experience. Our experienced, fully committed management team is accountable for over $75 million in Assets Under Advisement.
We take pride in our detailed approach of putting our clients needs and goals first. Our company strives to acquire and maintain a highly satisfied clientele by setting the highest standard of excellence for ourselves and for the services we provide. Our goal is to allow all of our clients to reach the financial wealth they have always wanted to achieve.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer.
We take pride in our commitment to excellence in financial planning. Our team consists of experienced, educated, and dedicated individuals who addresses all aspects of a financial plan - from tax strategy, retirement distributions, education, estate planning and more.
Investment Management is the core of our services. Keeping costs low, managing tax implications, capturing true performance and protecting from down markets remain our main approach.
Series 7, 63 & 65, Life & Health Licenses Ohio University, B
Bob Warther represents one of the most brilliant minds of the financial services industry elite. Since the beginning of his career in 1972, Bob has gained the knowledge and expertise rarely achieved by other advisors.
Kent State University, B.A. in Business Management
Josh brings his unique background and skill set to drive team results in order to exceed both firm and customer goals. He has years of experience in direct sales, client relationship management and marketing.
Series 6 License - Plans to take his Series 65 and obtain a professional designation (CFA).
Baldwin Wallace University, Bachelor of Arts in Finance & Accounting
Matt has been in the financial industry for roughly 4 years. Matt plays a pivotal role in deciding the best investment plan for our clients and is constantly keeping up with the latest changes in the financial markets.
Many people, who have achieved success and wealth through their business, have done so with their intellectual capital. What exactly is intellectual capital? This is the sum of the business’ hidden assets, such as its human resources, knowledge, intellectual property, and all of the client and stakeholder relationships that bring immeasurable value to the company.
Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about finances. Let’s be straight, financial talks should be had well before the ring, but did you know that “68 percent of engaged couples surveyed held a negative attitude about discussing money with their fiancé.1”
The growing demand for more predictability and security planning for retirement income has led an increasing number of retirees and pre-retirees to look to annuities as way to provide more stability in their investment portfolios. They are also looking to annuities as a way to replace the third leg of the retirement income stool as a guaranteed lifetime income.