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

When Life Insurance Makes Financial Sense in Retirement

by Robert Warther on Jun 21, 2018

When most people think about life insurance, it is something to be purchased when we’re young with financial responsibilities and dependents to protect. Any discussion about purchasing life insurance after we retire is often met with strong opinions as to whether or not it makes any financial sense. After all, the cost of life insurance increases significantly over the age of 65.

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Your Emergency Fund and You

by Robert Warther on Jun 19, 2018

Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But, folks, I’m sorry to say, sometimes storms roll in on the sunniest of days.

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How Political Climates Affect the Financial Markets

by Robert Warther on Jun 16, 2018

If you’re a fan of political dramas on televisions, you’ll know that the turbulent world of politics has an affect on the global financial markets. But what about in real life? How much does art - if you can call shows like Scandal, Veep, and House of Cards art - imitate life, and vice versa?

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Events