How We Help

  How We Help: We Are Your Advocate

Your story, your goals, your advocate

Our objective is simple – we are your advocate.

We believe everyone can benefit from professional advice. As your advocate, we help you make informed financial decisions so that you may live a richer life.

And, as your advocate, we don’t provide advice until we learn what’s most important to you. While this may sound like common sense, it is not a single conversation, but a detailed process of getting to know your family dynamics and relationships, your current situation and goals for the future, your attitude toward spending and saving, and so much more. We take the time to develop an understanding of your long-term vision in order to set meaningful goals and help you develop a plan to reach them.

Once we understand what you want to accomplish, we conduct a deep assessment of your current situation, going well beyond your balance sheet. We take the same care in understanding where you stand today as we do in understanding where you want to be in the future. Then, we help you set specific goals to achieve your long-term vision.

In order to achieve those goals, we engage our in-house professionals to provide a wide range of services and advice based on your specific needs.

  • Estate planning and trust services to help ensure your assets are passed along according to your wishes in a tax-efficient manner
  • Tax and family office services to help ensure a full understanding of the tax implications of all financial decisions
  • Risk management to ensure your level of insurance coverage is appropriate to meet your needs and protect you in the case of an unforeseeable event
  • Investment advisory services backed by an investment committee of seasoned professionals who provide the insight and experience necessary to help you and your wealth advisor identify opportunities
  • Specialized business services to assist business owners with valuation, mergers and acquisitions

With the guidance of these professionals, as well as other professionals with whom you have relationships, your wealth team develops a financial plan specifically for you and your needs. Ongoing, your team makes necessary adjustments to your plan for a variety reasons, including but not limited to tax consideration, the market and, most importantly, your changing life and goals.

Similar to a voyage, our process begins when we set a destination, continues with establishing a navigation plan, launches when we hoist our sails, and ends only when you reach your personal financial destination. Mariner Wealth Advisors serves as your guide every step of the way. 

* Some of the services listed above are offered by an affiliate of Mariner Wealth Advisors and may be subject to additional fees.

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