Christine Wentzler, senior wealth advisor, shares how joining Mariner Wealth Advisors was the right move for her and allowed her to spend more time focusing on clients.
Experienced Advisors in Executive Wealth Management Services Will Add Approximately $612 Million in AUM Overland Park, Kan. – May 18, 2022 – Mariner Wealth Advisors, a national wealth...
Valbona Ceci, senior wealth advisor, shares with AdvisorHub her experiences moving to the United States, what drew her to finances and ultimately to Mariner Wealth Advisors.
In Barron’s, “The Way Forward” podcast, our own Valerie Newell shares five tips for multigenerational planning and working with the next generation.
Jana Shoulders, managing director and senior wealth advisor, shares with Barron’s how she’s discussing crypto with her clients.
David Robinson, director & senior wealth advisor, explains what to consider when discussing agent candidates with your attorney or estate planner.
Scott Schermerhorn, managing director, weighs in on how startups are a riskier bet because they might fail.
Acquisition Marks the Firm’s First Deal of 2022, Will Add Approximately $527 Million in AUA Overland Park, Kan. – February 15, 2022 – Mariner Wealth Advisors, a national...
Kelly Trevethan, senior wealth advisor, discusses how to salvage the economics of your new financial life after divorce.
David Robinson, director & senior wealth advisor, talks through the perils of giving POA to the wrong person and how to avoid that mistake.
Acquisition Marks the Firm’s 14 th Deal in Six Months, Adding Approximately $950 Million in AUA Overland Park, Kan. – January 12, 2022 – Mariner Wealth Advisors, a...
As you prepare to file 2022 taxes and proactively plan for 2023, our tax guide can be a helpful resource. Should you consider tax-loss harvesting to offset realized gains? The tax guide can help you answer this question and others as you prep to meet with your wealth team. The guide also includes 2022 tax filing reminders and 2023 tax facts, such as capital gains tax rates.