What Does That Mean to You?

Triton Financial Group officially became part of Mariner on January 6, 2025.

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. Over the last few years, we have invested considerable time and resources into exploring options for the continued longevity of our business. After evaluating offers from more than 20 national companies, we decided to partner with Mariner.

A Commitment to Community and Continuity

Driving Kansas-based Mariner’s interest in our firm was its motivation to grow its presence in New England as well as our principled approach to strategic financial planning for individuals and businesses.

Equally important, our shared business philosophy, culture of philanthropy and belief that clients should be served in a fiduciary capacity will facilitate a seamless continuity for our clients. This synergy allows us to forge a true partnership that serves both firms and, above all, our clients.

Consistent Client Service

Rest assured that as we strive to make this transition as seamless as possible and ensure continuity of service, Bob and the wealth team you’ve always worked with will be available to assist you during this time and for the longer term. What’s more, the local office will stay in Marlborough, Massachusetts. Your fee structure will remain the same, as will your access to your accounts.

We are very excited to join such an outstanding group as Mariner, which will give you access to a team of in-house support for tax strategies, investment advice, estate planning and more in addition to business functions such as compliance, IT and operations. This will allow us to spend less time running the business and more time with our clients.