Newport Advisory Has a New Name

What Does That Mean to You?

Newport Advisory officially became part of Mariner on December 2, 2024.

With offices across the U.S. and a wide range of wealth advisory solutions, Mariner is a national financial services firm that believes in putting clients first. We decided to partner with Mariner based on our shared client-centric approach—an approach that incorporates every aspect of a client’s financial life to create strategies that align with their goals and values.

Enhanced Client Services and Resources

Although our team has years of experience walking clients through an extensive planning process customized for their specific situation, joining Mariner marks a transformative new chapter for our firm.

Our partnership with Mariner not only will strengthen our ability to serve our clients but also will open the door to unparalleled resources, including compliance, IT and operations, and in-house specialists in tax planning and preparation, retirement solutions, estate planning and more—elevating the level of care and solutions we can deliver.

Personalized, Ongoing Care

As we strive to make this transition as seamless as possible and ensure continuity of service, you can feel confident knowing that the wealth team you’ve always worked with will be available to assist you during this time.

We are thrilled to join such an outstanding group as Mariner. Rest assured that while we embrace this exciting evolution, our commitment to a holistic, client-centric philosophy remains steadfast. We believe this affiliation will allow us to spend less time running the business and more time with our clients, enabling us to prioritize the unique needs and aspirations of those we are privileged to serve.