A clear and comprehensive wealth management plan charts the course to your financial destination. Through our state-of-the-art financial planning process, we account for all of your needs to create the map that will guide your journey.
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Financial Planning
At Mariner Wealth Advisors, our financial planning process is designed to take an objective look at your current financial situation and organize a plan of action to help you achieve your goals and objectives.
Investment Management
Your wealth plan benefits from our unique investment management offerings that are designed to help you achieve your goals.
Multi-Generational Wealth Planning
We help you develop a transfer strategy that ensures your wishes are met while minimizing potential issues surrounding wealth transfer such as excessive taxation, family dissent, and other challenges.
Risk Management
You can rely on us to provide regular risk reviews to make sure that your wealth management plan matches your evolving needs.
Philanthropy
Through our work with high net worth families, we have a unique understanding of the factors surrounding charitable giving.
Fiduciary Services
Our wealth advisory teams focus on the potential tax benefits and ramifications of any recommendation.
Accounting & Tax
Our accounting and tax services include tax return consulting, estate plan implementation, administration of family limited partnerships and personal accounting.
Family Governance & Education
Mariner’s family office services help mitigate risk and challenges by providing you with comprehensive affairs management for your financial and personal needs.
Insurance Consulting
In addition to insurance planning for individuals and families, we offer full-service solutions designed to help our corporate clients attract, retain and competitively reward their associates.