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Comprehensive Financial Services

For Institutions, Individuals & Families, Businesses and the Associates You Serve

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Turn Trust into Opportunity

You already partner with Mariner to help meet your institutional goals. Explore the broader experience Mariner brings to the institutional space, as well as our full suite of financial services capabilities that can support you personally, your business and the individuals you serve.

Whether you’re seeking guidance for your own financial life—or looking to connect employees and plan participants to strategic support—we offer coordinated solutions designed to simplify complexity and unlock new possibilities.

An Integrated Approach to Your Goals

From institutional services, investment and estate planning to business advisory services, discover how our team helps institutions, individuals and businesses plan with clarity and purpose. We’re here to help move you, your organization and those you serve forward—with thoughtful strategies developed towards seeking to meet or exceed your objectives.

For Institutions

When time is limited, our discretionary services solution allows you to delegate investment decisions and certain administrative tasks to us. We’ll work with you to establish your investment policy and asset allocation, then handle the execution on your behalf—so your plan stays on track, even when time is short.

Unpredictable market conditions can make it challenging to plan for future contributions. We analyze your plan’s liabilities and model contribution volatility across a range of market scenarios, so you can make strategic asset allocation decisions and keep your plan aligned with its long-term obligations.

Understanding the total cost of your plan is a core part of effective oversight; while you can’t control the markets, you can control the costs of your plan. We benchmark your overall plan fees against industry averages, helping you evaluate cost effectiveness—so you stay informed and in control.

If you’re exploring ways to diversify your portfolio and enhance long-term, risk-adjusted returns, we can help. Our team researches and builds custom alternative investment programs—including private equity, private debt and private infrastructure—that align with your strategy and help expand your investment approach.

Many plan sponsors tell us they’re concerned about employees’ financial literacy—and its impact on overall well-being. Our Financial Wellness program offers a customizable digital experience that lives on your intranet, giving your employees access to education and guidance on essential topics like budgeting, credit card debt, mortgages and more.
Molly halcom

Molly Halcom
Managing Director, Growth
Learn More About Mariner Institutional

For Individuals & Families

Your risk tolerance, time horizon, and short- and long-term financial objectives all shape how you invest, and those factors can change over time. We design and manage diversified portfolios with that in mind, and adjust strategies as needed to help keep you on track.

Your sources of income, from employment and investments to business ownership, can create complex tax considerations. We provide proactive strategies to help reduce your tax burden and strengthen after-tax outcomes, coordinated seamlessly with your broader financial plan.

Life comes with uncertainty—and protecting what you’ve built is important. We help identify insurance and protection strategies to help safeguard your health, income and assets, reduce financial vulnerability and reinforce long-term security for you and your family.

Your legacy should reflect your values and support the people and causes that are meaningful to you. We work with you to structure estates, trusts, and giving strategies to help protect your assets for future generations, and help you plan with intention.

For Business Owners

Leadership comes with unique financial challenges—equity compensation, retirement planning, liquidity events and more. We offer business owners and executives personalized, high-level planning to help you navigate these complexities with confidence.

Choosing the right tax structure and strategy can make a difference in how your business operates and what revenue you retain. We offer insights to help reduce exposure, increase flexibility and keep more of what you’ve earned—across both personal and business finances.

Managing cash flow is critical to your business’ resilience and growth. We help you evaluate your position and make strategic decisions about how to allocate excess capital—whether that means reinvesting in your business, planning for owner distributions, or preparing for a future liquidity event.

For the Associates
You Serve

Employee Education
Often, employees can feel uncertain about where they stand financially, especially when it comes to retirement planning and achieving their goals. We offer financial wellness tools and one-on-one coaching to help improve financial literacy and give your employees the knowledge and support they need to take control of their financial future.

Sources:
1“2022 PwC Employee Financial Wellness Survey”
2“High Inflation Leads More Employees to Live Paycheck to Paycheck”
3Bankrate’s 2023 Annual Emergency Savings Report”
4“2023 Student Loan Debt Statistics”

76%

of employees lose productivity due to financial stress1.

64%

of employees live paycheck to paycheck2.

36%

of employees have more credit card debt than savings3.

43M

employees hold $1.6T+ in student loan debt4.

Why Mariner

  • Trusted Advisory Team
    Our advisors collaborate with in-house specialists in performance reporting and plan administration, investments, tax, trust services, and business strategy to deliver fully integrated support that reflects your full financial situation.
  • Tailored, Not Template-Based
    Strategies are custom-built around each client’s unique priorities, circumstances, and goals—not one-size-fits-all.
  • Recognized Leader
    Mariner is consistently ranked as a Greenwich Best Investment Consultant in the institutional space and among Barron’s Top RIA Firms for our client-first approach and robust wealth management capabilities. 
 

Empowering You. Expanding Your Impact.

Ready to see how we can further support you and our valued institutional partnership?

Explore our holistic solutions for yourself, or connect your team or the individuals you serve with personalized financial guidance and comprehensive services. Wherever you’re looking to create value, Mariner is here to help you take the next step.

Luke Vandermillen Head of Retirement at Mariner

Luke Vandermillen
Managing Director, Wealth Consulting
Learn More About Mariner

This material is intended for informational and educational purposes only, intended specifically for Plan Sponsors and other plan fiduciaries. It should neither be construed as an individualized recommendation or a solicitation to engage in a particular strategy nor should it be considered legal, investment or tax advice. There is no assurance that any investment, plan or strategy will be successful. Investing involves risk, including the possible loss of principal. Please consult with a professional prior to making tax, financial or investment related decisions.

Coalition Greenwich Best Investment Consultant Award (formerly known as the Greenwich Quality Leader Award): The 2024-25 award was issued in February 2025, based on data from February to September of 2024. The 2023 award was issued in April 2024, based on data from Feb to November of 2023. The 2022 award was issued in April 2023, based on data from Feb to November of 2022. The 2021 award was issued in April of 2022, based on data from July to October 2021. Data was collected via interviews conducted by Coalition Greenwich. The 2024 and 2023 awards were issued to Mariner Institutional (formerly AndCo Consulting). The 2021 and 2022 awards were issued to AndCo, prior to becoming Mariner Institutional. The methodology: For the 2024-25 Coalition Greenwich Best Investment Consultant Award for Overall U.S. Investment Consulting – Midsize Consultants – Between February and September 2024, Crisil Coalition Greenwich conducted interviews with 699 individuals from 563 of the largest tax-exempt funds in the United States. For the 2023 Greenwich Best Investment Consultant Award for Overall U.S. Investment Consulting – Midsize Consultants – Between February and November 2023, Coalition Greenwich conducted interviews with 708 individuals from 575 of the largest tax-exempt funds in the United States. For the 2022 Greenwich Best Investment Consultant Award for Overall U.S. Investment Consulting – Midsize Consultants – Between February and November 2022, Coalition Greenwich conducted interviews with 727 individuals from 590 of the largest tax-exempt funds in the United States. For the 2021 Greenwich Best Investment Consultant Award – Overall U.S. Investment Consulting – Midsize Consultants – Between July and October 2021, Coalition Greenwich conducted interviews with 811 individuals from 661 of the largest tax-exempt funds in the United States. These U.S.-based institutional investors are corporate, public, union, and endowment and foundation funds with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset management and investment consulting providers, including qualitative assessments of those firms soliciting their business and detailed information on important market trends. The awards are not indicative of any future performance. The awards or any other rankings and/or recognition by unaffiliated rating services and/or publications should not be construed as a guarantee that a client will experience a certain level of results or satisfaction, nor should it be construed as a current or past endorsement by any of our clients. No fee was paid to participate in this award survey.

Barron’s Top RIA Firms: Barron’s awarded 2025 #6 (Mega RIA), 2024-2023 #4, 2022-2020 #5, 2019 #4, and 2018 #3 rankings to Mariner based on data compiled for Mariner Wealth Advisors, LLC 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 2016-2025 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, Mariner 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. In 2025 Barron’s ranked the largest registered investment advisor firms separately from its broader Top 100 RIA ranking. For the list of Mega RIAs, they selected firms that manage 2% or more of the total assets of all ranking applicants. In 2025, that creates a threshold of $70 billion in assets. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), 100 (2020-2024) and 109 (2025). The ranking does not indicate future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com.

The registered investment advisory entities of Mariner do not provide all services included herein. Some services are provided by affiliates and are subject to additional fees.

Certain investment adviser representatives of affiliates are licensed insurance agents and are compensated for the sale of insurance-related products through an affiliated insurance agency.

Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.