McGervey Wealth Management Has a New Name
What Does That Mean to You?
McGervey Wealth Management officially became part of Mariner Wealth Advisors on Dec. 29, 2022.
We believe that joining Mariner Wealth Advisors, a national registered investment advisor, is the right step in continuing to provide our clients with comprehensive financial advice for generations to come. We believe we share common goals, most importantly putting our clients first in all we do.
Expanded Services & Resources
We now have access to a wider range of resources like market commentaries plus the ability to collaborate with in-house teams including tax, insurance, estate planning and trust services. We also have access to extensive investment and research capabilities. Having these services under one roof will allow us to truly focus on providing you with comprehensive wealth planning services.
Consistent Client Service
While our range of financial services will grow, we anticipate this process to be relatively seamless. You will continue to work with the same advisor and team members, who will continue to provide the same level of attention you have come to expect from our same location, but with even more resources.
We are very excited about joining Mariner Wealth Advisors. We believe this decision will only enhance our ability to continue to provide you with comprehensive wealth advisory services today and for generations to come.