Arbor Wealth Management Has a New Name
What Does That Mean to You?
Arbor Wealth Management officially became part of Mariner Wealth Advisors on March 1, 2022.
We believe that joining Mariner Wealth Advisors, one of the nation’s top wealth advisory firms, is the right next step and will allow us to leverage their extensive resources and experienced teams to bring even more value to our clients. We were drawn to their “client first” mission statement.
Expanded Services & Resources
We now have access to a wider range of resources like market commentaries and have expanded the service offerings we can offer you, including tax planning and preparation, investments, retirement solutions, estate planning, trust services and insurance solutions.
Additionally, we’ll be supported by teams across business functions, including compliance, IT and operations. This support will allow us to spend less time running the business and more time with our clients.
Consistent Client Service
The wealth team you’ve always worked with will continue to provide the same level of attention you deserve and expect from the same office location.
We are very excited about joining Mariner Wealth Advisors. We feel a strong connection to their client first, associate second, shareholder last philosophy and know that this change will enhance the services we are able to offer our clients.