Who we are
Started with purpose. Still building on it.
When Marty Bicknell founded Mariner in 2006, the goal was straightforward: put clients at the center of everything. That commitment still defines how we operate today.
We built our firm around what our clients need—starting with wealth planning and expanding to tax, insurance, estate planning and more, all under one roof. Because an integrated approach to wealth management means a simpler, more connected experience for you.
Our advisors are supported by in-house specialists across the country, so you always have access to the right expertise at the right time. Whether you’re looking for individual and business, tax planning and preparation, estate planning, trust services, investment management, personal insurance solutions, Mariner Institutional or specialized business services, we want to be your first call.
For more than a decade, we have been intentional about creating long-term relationships with our clients and their families. We want to be our clients’ first call for everything, whether it is developing a tax strategy or helping them with a personal issue beyond the scope of wealth management. This approach provides our clients with a unique experience where they receive advice from us that incorporates every aspect of their lives so they can remain focused on what matters most.