The Mission Of Mariner Wealth Advisors
Marty Bicknell, CEO and president: When we originally founded the firm, our objective was to provide wealth advice to individuals. Wealth advice to us goes beyond just investments. Investments are a very important component of wealth advice, but what we wanted to do was really help support our clients through all phases of their life. Things like helping them decide how they’re going to think about being charitable.
Things like helping understand how I’m going to pass our closely-held business or our property, or how am I going to make sure that if we have a sudden event in our lives, our kids are taken care of and thought about. We quickly realized that while all our intentions were in the right spot, in order to be able to truly accomplish what we wanted to for our clients, we had to grow. So we set out on a mission 10 years ago to grow what we felt like was a financial services firm that put the clients’ interests above everybody else’s and could truly have the resources to take them through all the steps of their life.
This video is limited to the dissemination of general information and is not intended to be legal or investment advice. Nothing herein should be relied upon as such. The views expressed are for informational purposes only and do not take into account any individual personal, financial, or tax considerations. There is no guarantee that any claims made will come to pass. Mariner Wealth Advisors (“MWA”) does not provide all services listed in this piece. Some services are provided by affiliates and are subject to additional fees.
Mariner Wealth Advisors (“MWA”), is an SEC registered investment adviser with its principal place of business in the State of Kansas. Registration of an investment adviser does not imply a certain level of skill or training. MWA is in compliance with the current notice filing requirements imposed upon registered investment advisers by those states in which MWA maintains clients. MWA may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by MWA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For additional information about MWA, including fees and services, please contact MWA or refer to the Investment Adviser Public Disclosure website. Please read the disclosure statement carefully before you invest or send money.