Defined Financial Planning Has a New Name

A Change In Course

Defined Financial Planning officially joined Mariner on November 1, 2025.

Mariner is a national wealth advisory firm that believes in putting the client first in all they do. With offices across the United States and a wide range of advisory solutions, we are excited about the potential opportunities this brings to you, our client.

Same Commitment To Your Goals

We strive to make this transition as seamless as possible for you. Our team will continue to serve you from the same office with the same commitment to comprehensive financial planning with transparent, personalized service.

We feel a strong connection to Mariner’s client-first philosophy, and we are confident this change will enhance the level of solutions we are able to offer our clients.