Executive Wealth Counselors LLC Has a New Name
What Does That Mean to You?
Executive Wealth Counselors LLC officially became part of Mariner Wealth Advisors on Oct. 3, 2022.
We believe that joining Mariner Wealth Advisors, ranked as a top five RIA by Barron’s,* allows us to expand the resources and services we offer valued clients like you. We are aligned in our approach to offering our clients comprehensive wealth planning and investment management services.
Expanded Services & Resources
Our expanded resources include market commentaries from the investment team along with additional services including tax planning and tax preparation, estate planning and trust services, cutting edge advisory technology, access to unique investment strategies and significant back-office support allowing us to focus more of our time and energy on our clients and their planning and advisory needs.
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. In addition, assets will remain at Fidelity without any account changes and our advisory fees will remain the same.
We are very excited about the opportunity to join Mariner Wealth Advisors as their second location in Pittsburgh. We feel a strong connection to their client first philosophy and feel confident that this change will enhance the services we are able to offer to you.
Some services listed in this piece are provided by affiliates of MWA and are subject to additional fees.
*Barron’s awarded the 2022, 2021 and 2020 #5, 2019 #4 and 2018 #3 Top RIA Firms rankings to Mariner Wealth Advisors based on data compiled for Mariner Wealth Advisors and the 2017 #2 and 2016 #1 rankings to Mariner Holdings based upon data compiled for Mariner Holdings’ registered investment adviser subsidiaries. The number of firms included in the rankings were: 20 (2016), 30 (2017), 40 (2018), 50 (2019) and 100 (2020 and 2021). Barron’s publishes rankings based upon a number of criteria and the firms’ filings with the SEC were used to cross-check the data provided. The listing includes numbers of clients, employees, advisors, offices and state locations. The award is not indicative of future performance and there is no guarantee of future investment success. For additional information visit www.barrons.com.