Greg WarnerMBA, CFP®

CIO | Wealth Advisor


Greg WarnerMBA, CFP®

CIO | Wealth Advisor


Greg is a Wealth Advisor and was co-founder of Hines Warner Wealth Management serving as Vice President and Chief Investment Officer for over twelve years before our merger in 2019 with Vista Wealth Management, LLC, now Adero Partners. A 20 year industry veteran, he specializes in financial planning and stewarding investment plans for high net worth families and business owners. 

Greg believes that trust is the key ingredient in a successful client partnership and works hard to earn that trust every single day. His philosophy is to listen, empathize, then build a strategic plan suited to help you live your best life. 

Greg is a CERTIFIED FINANCIAL PLANNER™ professional, has a Masters in Business Administration, and holds a Series 65 securities license.  He is actively involved in the community and currently serves as Treasurer on the Board of Directors for Volunteers of America® Oregon.  He previously served on the Resource Development Committee for The Circus Project and on the Board of CARES Northwest.

What drew you to wealth management?

As a young kid I checked the newspaper every day to see the stock prices. I didn’t know what it all meant back then but I found it fascinating. In hindsight, it seems that investment management was predestined. However, it was early on in my career that I realized there was more to it than just investing. My true calling was helping people grow and steward their wealth in a way that allowed them to live their best lives.

What do you enjoy most about Adero?

Our people! I’m inspired by their passion for helping each other and serving our clients.

What do you enjoy most about wealth management?

Our clients! Getting to know them, understanding what they value, what their dreams are, seeing them make progress and eventually realizing their goals. It is the highest reward and it is why we do what we do!

What do you feel is the biggest value Adero brings to its clients?

The thoughtful partnership and strategic plans we develop with our clients help them navigate life’s uncertainties, realize their goals, and have the confidence to sleep well at night all along the way.

How should people think about their wealth?

Wealth is a foundation. When built towards your goals, it provides the peace of mind and freedom to focus on what matters most to you.

Which quality makes you best suited to provide wealth management services?

Listening and empathy. I attempt to see the world through your eyes so I can provide the most meaningful and unbiased advice.

What professional accomplishments are you most proud of?

Cofounding Hines Warner Wealth Management and then successfully merging into Vista Wealth Management, followed by our rebranding to Adero Partners.

What do you love to do outside of work?

When I’m not at the gym you can find me on the golf course or the skiing the slopes.

Who would you most want to meet in history (living or not) and why?

Winston Churchill for his wit and wisdom.

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