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.

Matthew Warren

Portfolio Manager
Series 6 License
Baldwin Wallace University, Bachelor of Arts in Finance & Accounting

Matt has been in the financial industry for 10 years.

Blog

Why Young People Still Need Financial Professionals

by Robert Warther on May 22, 2018

It’s that time again - the end of a fiscal year and that means tax season is just around the corner. With each passing filing it seems as though young professionals are turning their backs on financial professionals such as accountants, investors, and advisors, and turning to the technological solutions. But the friendly neighborhood accountant shouldn’t hang up their calculator just yet - young people still need financial professionals.

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529 Plans

by Robert Warther on May 19, 2018

Started in 1996, 529 plans provide tax incentives for those saving for post-secondary education. The plan allows funds saved to be used at any eligible education institution, which typically includes colleges, universities, vocational schools or any post-secondary educational institute that is currently eligible to participate in U.S. Department of Education student aid programs. Operating much like at 401(k) or IRA, funds deposited into a 529 plan are not taxed, either by the federal government or the state in which the participant resides.

529 funds can be withdrawn for post-secondary education expenses such as tuition, fees, books, and room and board. Along with tuition and related costs, computer technology costs such as the purchase of a laptop computer, or Internet access can be paid for with withdrawals from the plan.

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Is Your Classic/Collector Car Underinsured?

by Robert Warther on May 17, 2018

In the wake of hurricanes Harvey and Irma, two of the worst storms to make landfall in the U.S., the fate of thousands of homeowners is still up in the air. So, it may seem a bit trivial to point out that the storms also destroyed thousands of luxury and classic cars. While the dollar amount of damages pales in comparison to the loss of homes, estimates put the total at somewhere between $100 million and $300 million for luxury and classic car damages alone, which is not a trivial amount.

While not the first hurricanes to target concentrated areas of wealth, Harvey, with its amount of rain and Irma with its massive storm surge, were the worst kinds of storms for cars in general. Aside from the typical falling tree branches and collapsing garages, most cars suffered from the massive flooding. Salt water is among a car’s worst enemies. And for luxury and classic cars, every custom part or material begins to corrode almost immediately. The most tragic of losses were the prized collectible autos that just can’t be replaced.

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Events