Welcome

Warther Financial Group 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 $95 million in Assets Under Management and an additional $30 million in assets held at issuing companies, not under management, but advised as to changes in asset allocation.

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.

Wealth Management

Asset Allocation, Goal Assessment, Portfolio Review & Analysis, Cash Flow Planning.

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer.

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

Estate planning

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.

Financial Planning

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.

Meet Our Team

Robert Warther

Founder & President
Series 7, 63 & 65, Life & Health Licenses, Ohio University Pre Law

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.

Joshua Sonnhalter

Vice President
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 business development, client relationship management and marketing.

Blog

How to Protect Your Finances While Traveling On Vacation

by Robert Warther on Jul 14, 2018

Vacation season is almost upon us and, for many Americans who haven’t traveled abroad in several years, their vacations have been years in planning. However, even the best laid plans can quickly come unraveled if you don’t take some extra measures to ensure that your finances are protected before you leave on your trip.

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Real Estate Investing for the Beginner

by Robert Warther on Jul 12, 2018

Television today is bombarded with a variety of real estate programs. House hunting, home renovation, home flipping, these programs have stimulated the interest of many individuals to start investing in real estate for themselves.

While many first-time investors lean towards purchasing single-family homes, others may not want to become landlords overnight. If you’re looking to invest in real estate but have no desire to screen applicants, handle leaky faucets or broken appliances, or any other emergencies, there are a variety of options available. Here are a few:

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Events