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Werner Financial
Jason Werner founded Werner Financial after honing his process at Blue Chip Consultants under the mentorship of Aaron Warnacke, an AIF designee asset...
Werner Financial
Jason Werner founded Werner Financial after honing his process at Blue Chip Consultants under the mentorship of Aaron Warnacke, an AIF designee asset manager. Werner, a Purdue University graduate in business management and finance, planted the firm's roots off Indianapolis's Southside. The firm operates as a registered investment advisor in Indiana. The firm's investment approach centers on a four-step process — Discovery, Analysis, Action Plan, Execution & Review — that Werner tailors to each client rather than selling pre-packaged mutual funds. Asset classes covered include stocks, bonds, IRAs, 401(k)s, and annuities. The firm also offers tax consulting. Portfolio holdings are not publicly disclosed. Werner Financial employs three professionals: Werner, Director of Finance and Operations Christy, and Office Director Em. The firm operates from its sole office at 4022 E Southport Rd in Indianapolis. No strategic partnerships or philanthropic vehicles are disclosed. No recent operational changes or events have been reported. Werner Financial is structurally a typical RIA — a fiduciary registered with Indiana, offering standalone advisory services without affiliation to a broader family office or multi-asset platform. Its distinct posture is the blend of large-firm capability (multiple FINRA series licenses, Riskalyze risk assessment tools) with small-firm personalization, built on a referral-based client acquisition model.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Indianapolis
Corporate office
4022 E Southport Rd, Indianapolis, IN 46237, United States
Principals
Jason Werner
Founder, President, Advisor
Christy
Director of Finance and Operations
Em
Office Director
Sector focus
Frequently asked questions
Who runs investment decisions at Werner Financial?
Jason Werner, the founder and President of the firm, personally designs client portfolios. He holds multiple FINRA series licenses and an AIF designation (per the firm's website). Christy handles operational oversight as Director of Finance and Operations.
Is Werner Financial structured as a family office or an RIA?
Werner Financial is a registered investment advisor (RIA) in Indiana. It operates as a financial advisory and wealth management firm, not a multi-family office. It does not manage a pooled investment vehicle or have institutional allocators as clients.
What investment stages does Werner Financial target?
The firm targets individual investors and small businesses — not institutional stages like venture capital or private equity. Its core services include asset management, IRA management, 401(k) management, tax strategy, and annuity placement.
How does Werner Financial source proprietary deal flow?
The firm does not source proprietary investment deals. It provides personal portfolio design and allocation advice using public-market assets (stocks, bonds, mutual funds, annuities). Client referrals from existing clients form the main acquisition channel, as stated on the site.
What sectors does Werner Financial explicitly avoid?
The firm does not publicly disclose any sectors it avoids. Its portfolio construction appears focused on conventional asset classes rather than thematic sector investing.
Does Werner Financial participate in fund commitments or direct deals?
No. Werner Financial is a retail-oriented RIA. It does not invest in funds as an LP or make direct private company investments. Its services are limited to managing individual and small business retirement and investment accounts.
What is Jason Werner's background?
Jason Werner studied business management and finance at Purdue University and was a collegiate athlete. He developed his advisory approach under Aaron Warnacke (an AIF designee) at Blue Chip Consultants before founding Werner Financial. He holds multiple FINRA series licenses (per the firm website).
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