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 is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website. Registration of an investment adviser does not imply a certain level of skill or training.