History

Everything we’ve done has been to get you to your destination.

Our clients told us what they wanted – a wide range of services beyond wealth advice, an experienced wealth team with time to focus on their needs, a national presence and the support of leading industry professionals to ensure every aspect of their financial lives is well cared for.

We listened. And, we built a firm specifically designed to meet clients’ needs. To do so, we:

  • Separate the roles of advice and business development. Our advisors have no requirements to generate new business or sell products. This is a differentiator for us versus other firms, which compensate advisors based on the new business they generate. Instead, our advisors are compensated based on client satisfaction and retention – aligning their interests firmly with yours. 
  • Limit the number of clients assigned to each team, ensuring you receive the time and attention you deserve. 
  • Take care of everything else. Our advisory teams receive full back-office support, ensuring their only responsibility is serving clients. 
  • Employ dedicated investment professionals. The Mariner Wealth Advisors’ Investment Committee works alongside our advisors to conduct due diligence and identify opportunities that meet your specific needs and objectives. 
     
 
  • 2006
  • Inception

    Mariner Wealth Advisors opens its doors as a registered investment advisory firm driven by a client-first philosophy

  • 2010
  • Expansion

    Now serving clients through an office in San Diego, California

  • 2012
  • expansion

    Now serving clients through offices in Tulsa, Oklahoma; Madison, New Jersey and Cincinnati, Ohio

  • 2013
  • Expansion

    Now serving clients through an office in New York City. Mariner affiliate, Mariner Trust Company, established to offer Trust services.  

  • 2014
  • expansion

    Now serving clients through offices in Manasquan, New Jersey and Indianapolis, Indiana, and offering tax services through an affiliate, Mariner Consulting. 

  • 2015
  • expansion

    Now serving clients through offices in St. Louis, Missouri; Chicago, Illinois; Scottsdale, Arizona and Oklahoma City, Oklahoma

  • 2016
  • Expansion

    Now serving clients through offices in Plano, Texas and Ft. Lauderdale, Florida

Our multiple office locations allow our advisors to collaborate with other advisors from across the country who may have experience in a different area. This collaborative approach provides clients advice that has come from looking at your financial situation from different angles. Our experienced team of professionals are committed to developing all-encompassing solutions to meet your needs.  

Mariner Wealth Advisors ("MWA") does not provide all services listed in this piece. Some services are provided by affiliates and are subject to additional fees. Certain MWA representatives are licensed insurance agents and are compensated for the sale of insurance-related products through an affiliated insurance agency.