Jeremy Welther, CFP®
Designations and Licenses
Jeremy is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Jeremy specializes in providing individuals and families with comprehensive wealth management including integrated financial planning and investment strategies to help grow and protect wealth. He delivers solutions related to financial planning, tax planning, estate planning and portfolio management.
Prior to joining Mariner Wealth Advisors, Jeremy was a wealth advisor with Brinton Eaton. He has also performed municipal bond research for J. J. Kenny Company in New York and worked for Merrill Lynch.
He holds a bachelor’s degree in business administration with an emphasis in finance from Susquehanna University. Jeremy is the past chair of the National Association of Personal Financial Advisors (NAPFA) Mid-Atlantic Region Board.
Jeremy is the past chair of the National Association of Personal Financial Advisors (NAPFA) Mid-Atlantic Region Board.
Jeremy is a member of Theta Chi Fraternity and enjoys playing golf and cheering on the Yankees, Eagles and Flyers in his free time.