Wealth Planning for Entrepreneurs

Entrepreneurs are so busy running their businesses, they often forget to plan for their own financial future, including the ultimate disposition/transfer of their business interests. The reality is that for most business owners, personal wealth is linked closely with the fortunes of their businesses.

We’ll Help Identify Financial Goals

Our wealth team will take a comprehensive look at your personal and business needs to help you reach your goals.

Personal Financial Planning

The need for a personal financial plan that evolves with you is as important as having a strategic plan for your business.

We offer the following wealth management services:

Comprehensive financial planning
Lifetime financial projections
Retirement planning
Investment portfolio diversification
Strategies to help you grow investable assets while you grow your business
Tax-efficient trust and estate planning
Savings strategies
Charitable giving planning, including the creation of a private foundation or donor-advised fund
Low-basis stock planning
Strategies required before and after a major liquidity event, e.g., the sale of your business

Financial Planning for Your Business

Your wealth team will assist you with year-round strategic planning for your business.

We offer the following specialized business services:

Business growth strategies
Pro forma profitability analysis
Risk management, including insurance assessment and planning
Business succession planning
Executive compensation planning
A diversified investment portfolio for your business
Business entity selection
Direct, private investments

Access to a Wealth of Knowledge and Solutions.

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The right support makes all the difference. That’s why our advisors have access to an in-house team of wealth management professionals. They use their knowledge to tap into the right resources and solutions for your complex wealth challenges. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.

Letʼs get started.

This material is provided for informational and educational purposes only. It does not consider any individual or personal financial, legal, or tax circumstances. As such, the information contained herein is not intended and should not be construed as individualized advice or recommendation of any kind. Where specific advice is necessary or appropriate, individuals should contact their professional tax, legal, and investment advisors or other professionals regarding their circumstances and needs.

Any opinions expressed herein are subject to change without notice. The information is deemed reliable, but we do not guarantee accuracy, timeliness, or completeness. It is provided “as is” without any express or implied warranties.

There is no assurance that any investment, plan, or strategy will be successful. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results, and nothing herein should be interpreted as an indication of future performance.

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.

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