Services for Individuals

Create a Wealth Plan, Bring Your Dreams to Life.

You have dreams, and we want to help you achieve them. That’s why your wealth advisor will develop a wealth management strategy focused on what is important to you. We look at all aspects of your financial life. Our coordinated approach is meant to simplify the process.

We will partner with you to create a comprehensive wealth plan including:

Mariner Wealth Advisors provides wealth planning services for individuals. This icon links to the wealth planning overview page.

Wealth Planning: Our advisors will partner with you on wealth management, cash flow and income analysis, Social Security optimization, education savings strategies and retirement solutions to help you achieve your goals.

Mariner Wealth Advisors provides investment management services for individuals. This icon links to the investment management overview page.

Investment Management: We have dedicated investment professionals who work alongside your advisor to provide support and resources for constructing a portfolio designed to align with your tolerance for risk and time frame for reaching goals.

Mariner Wealth Advisors provides tax planning and preparation services for individuals. This icon links to the tax planning and preparation overview page.

Tax Planning & Preparation: We offer a range of services including tax compliance and multi-state strategies to help minimize your tax burden, optimize your income and manage charitable giving. We also prepare state and federal tax returns.

Mariner Wealth Advisors provides estate planning services for individuals. This icon links to the estate  planning  overview page.

Estate Planning: We will tailor an estate plan that includes reviewing and providing advice on wills, trusts, power of attorneys and health care directives to help ensure your wishes are met.

Mariner Wealth Advisors provides trust services for individuals. This icon links to the trust services overview page.

Trust Services: Whether you have minors, heirs or charitable giving causes, we can establish trusts to help ensure your wishes for the people and causes you care about are carried out, and your assets are protected.

Mariner Wealth Advisors provides insurance solution services for individuals. This icon links to the insurance solutions services overview page.

Insurance Solutions: Based on your risk management objectives, your wealth advisor will coordinate with our risk management team to offer recommendations on personal insurance solutions including life, disability and long-term care insurance.

Ready to partner with us on a wealth plan designed to help you achieve your dreams?

Contact Us