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Retiring Early? How Will You Fund It?
Our wealth team can work with you to create a retirement income strategy designed to fit your financial situation.
Download this article to discover what you need to know before you retire early.
Why Mariner?
Create a Wealth Plan, Bring Your Dreams to Life
You have dreams, and we want to help you achieve them. That’s why your wealth advisor will develop a wealth management strategy focused on what is important to you. We look at all aspects of your financial life. Our coordinated approach is meant to simplify the wealth management process.
We will partner with you to create a comprehensive wealth plan that incorporates:
- Wealth Planning
- Investment Management
- Tax Planning & Preparation
- Estate Planning
- Trust Services
- Insurance Solutions
Retiring Early? How Will You Fund It?
If you want to retire early, you’ll need a strategy for which accounts to withdraw from to generate income plus a plan to project how long your money will last.
Download our article to learn more.
Interested in Working
With a Top-Ranked Advisor?
Barron’s has ranked our firm #6 Mega RIA in 2025 out of nine firms and in the top five 100 RIAs from 2016-2024. As a nationally recognized firm with a local presence across the country, we offer wealth management from advisors focused on helping you reach your financial future.
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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.