Goldfinch Wealth Management Has a New Name
What Does That Mean to You?
Goldfinch Wealth Management is now Mariner Wealth Advisors.
We believe that joining Mariner Wealth Advisors, one of the nation’s top ranked wealth advisory firms, aligns with who we are as a firm and how we serve clients.
For the last 40 years, we have helped clients fulfill their life goals by providing solutions designed to withstand the cyclical nature of markets.
In addition, we believe the client always comes first. Mariner Wealth Advisors also follows a client-first mission and shares our value of integrity and a dedication to offering world-class service.
Expanded Services & Resources
In addition, there will be no reduction or elimination of your services. This partnership will simply add services, experience and resources to what you have historically received from Goldfinch Wealth Management. We will continue to focus on comprehensive planning; however, we will now also have access to the additional services and resources under the Mariner Wealth Advisors umbrella.
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.
We strongly believe this relationship will tremendously enhance our efforts to provide the highest level of wealth advisory services to you, our valued client.
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. The ranking is based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), and 100 (2020 – 2022). The published rankings are based on firm surveys, and the firm’s filings with the regulatory databases were used to cross-check the data provided. The formula Barron’s uses to rank advisors is proprietary. The ranking is not indicative of future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com.