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Retiring Early? How Will You Fund It?

5 Wealth Transfer Strategies to Consider new thumbnail

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 Wealth Advisors?

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 360º approach is meant to simplify the wealth management process.

We will partner with you to create a comprehensive wealth plan including:

  • Wealth Planning
  • Investment Management
  • Tax Planning & Preparation
  • Estate Planning
  • Trust Services
  • Insurance Solutions
Thumbnail Retiring Early

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.

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Barron’s has ranked our firm as a top five RIA for the last four years

Barron’s Top Five RIA

Top RIA Firms: Barron’s awarded 2022, 2021, and 2020 #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA 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 through 2022 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. For additional disclosure click here.

Forbes Top Women
Wealth Advisors Best-In-State

Top Women Wealth Advisors Best-In-State: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2020 through 2023 were published in April 2020, March 2021, February 2022, and February 2023 and were based on September 30th data, including 1- and 5-year periods. For additional disclosure including individual winners click here.

Barron’s Top 100
Independent Advisors

Top 100 Independent Advisors: Rankings for 2019-2022 were published in September of each award year based on June 30th data, including 1- and 5-year periods. For additional disclosure including individual winners click here.

“Mariner Wealth Advisors is among the fastest-growing RIAs in the nation.”

– Wealth Management, July 2022

The fastest-growing claim is based on seven acquisitions announced in the first half of 2022. There is no guarantee of future performance or success. 

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