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Mariner Wealth Advisors, LLC |
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Mariner Equity Management, LLC
Mariner Capital Advisors, LLC
Mariner Capital Ventures, LLC
Mariner Capital Partners, LLC
Mariner Real Estate Management, LLC |
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Mariner Consulting, LLC |
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Mariner Family Office Group |
Exceptional Personal Service
Mariner Wealth Advisors is a unique and highly experienced independent investment company. We are committed to providing trusted advice with exceptional personal service for public and private corporations, charitable organizations, and high net worth individuals. Our foundation is built on trust, experience, honesty, and commitment.
In our Clients’ Best Interest
As a registered investment advisory, Mariner Wealth Advisors has independence when choosing the best investments for our clients’ risk tolerances and needs. There are no proprietary investments, nor is there compensation for investing a client’s assets in any specific investment. We are compensated in one way: for the advice we give in the management of your money.
Investment Advisor's Act of 1940
Unlike a broker/dealer, we are regulated by the Investment Advisor's Act of 1940. This means we have a fiduciary responsibility to our clients, and must always act on behalf of our clients and their best interest.
Because of our work in the not-for-profit environment, we are acutely aware of the special needs and requirements expected in this arena. Our unique investment strategy and the exceptional level of ongoing service helps set us apart.
Experience at the Helm
- Four Chartered Financial Analysts
- Four Corporate CPAs
- Six Certified Financial Planners™
- Fourteen Wealth Managers
- Accredited Investment Fiduciary®
- On-Staff Legal Counsel
- Experienced Support Staff
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