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Behind every advisor is access to a team of advisors.

Mariner advisors have access to an in-house team of wealth management professionals. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions. Welcome to Wealth On Your LevelTM.

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Behind every advisor is access to a team of advisors.

Mariner advisors have access to an in-house team of wealth management professionals. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions. Welcome to Wealth On Your LevelTM.

Interested in Working
With a Top-Ranked Advisor?

Barron’s has ranked our firm as a top five RIA for the last nine years. As a nationally recognized firm with a local presence across the country, we offer wealth management from advisors focused on helping you navigate your financial future.

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Barron’s Top RIA Firms: Barron’s awarded 2024-2023 #4, 2022-2020 #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA registered investment adviser subsidiaries and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries. Rankings for 2016-2024 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. No fee was paid for participation in the rankings; however, MWA has paid a fee to use the ranking. The rankings are based on firm surveys, and filings with the regulatory databases were used to cross-check the data provided. The rankings are based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The formula Barron’s uses to rank firms is proprietary. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), and 100 (2020-2024). The ranking does not indicate future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com.

Services for Individuals

We’ll design a wealth management strategy that integrates investments, taxes, estate planning, trusts and insurance solutions and reflects how you think about money and life.

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Services for Businesses

We offer retirement plan services, tax strategies, institutional cash management and specialized business services as part of an integrated business financial strategy.

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A Fresh Approach to
Your Financial Goals

Discover Time-Tested Wealth Planning Strategies

A Road Map to Successful Implementation of a Spousal Lifetime Access Trust (SLAT)

A Road Map to Successful Implementation of a Spousal Lifetime Access Trust (SLAT)

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Your Year-Round Tax Planning Check-Up

Your Year-Round Tax
Planning Check-Up

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Rent vs Buy Home Lead Gen Download

Rent Vs. Buy: Top Considerations
in Today’s Market

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INSIGHTS

Avoid Whiplash! Sharp Rally Highlights Importance of Balanced Positioning

May 2, 2025
Read time: 10 minutes As management theorist and author Peter Drucker said, “The greatest danger in times of...
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Economic Outlook: A Wild Coaster Ride

May 2, 2025
Read time: 9 minutes When I was a child, my parents took us children to Disneyland one summer....
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PODCAST

Your Life
Simplified

We can help you take the complex and make it simple. Our podcast hosts share need-to-know insights about finances and wealth.

LATEST EPISODE

#158

Estate Planning for Blended Families

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May 1, 2025
MEET OUR HOSTS

Your needs evolve. So do we.

From executives to professional athletes and medical professionals to business owners, we understand that everyone has unique wealth situations. At Mariner, we have advisors who specialize in these areas and more, and through the support of our in-house teams, our advisors are equipped to solve complex wealth challenges.

As a professional athlete, you train hard, play hard and strive to win. We want you to succeed in your sport and beyond, which is why we partner with you on a wealth management plan that includes personal insurance solutions to help protect you on and off the field, multi-state tax filing assistance, tax planning and income protection strategies.

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Whether you are just starting your practice or are in a later stage in your career and considering selling your business, Mariner is here to help you at every stage. And you can rely on us to serve as a fiduciary, always acting in your best interests. Plus, we have a group of advisors who specialize in working with dentists—they understand what is important to you and your practice.

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As an entrepreneur, you’re probably inspired to bring new ideas to life through innovative products and services. We work with business owners like yourself to create a financial plan that might include valuation of your company, maintaining cash flow and creating a succession strategy. Our wealth advisors can help you create a foundation for success today and in the future.

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As a busy doctor who takes care of others, you may not have time to focus on your finances and retirement goals. We offer financial planning for physicians and other medical professionals like yourself that includes wealth management, charitable giving, asset protection and estate planning to help you provide financial security for yourself and your family.

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Sign Up for Live Webinars 

Check out our webinars where we discuss wealth planning topics including estate planning strategies, tax planning and investing, along with our take on the markets and economy, all to keep you up to date as you make financial decisions. 

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