Philosophy
We offer 360° advice designed to last.
We begin by listening to your greatest joys and challenges and what keeps you up at night. Only then will we thoughtfully choose an advisor we believe will be the best match for you based on your personality and how you think about money and life.
Because life is always changing, the financial strategy we create together will change along with it. Whether you need help transferring wealth to your heirs, creating a strategy to protect assets, like your home and wealth, integrating your personal and business plans, or creating an investment strategy that aligns with your goals and values, you can do all of that at Mariner Wealth Advisors.
Our teams, providing advice to individuals and businesses, are under one roof, including tax planning and preparation, estate planning, specialized business services, institutional cash management, retirement plan solutions, trust services, wealth planning, personal insurance solutions and investments. Your advisor will bring in our experienced, in-house teams to create one, coordinated financial strategy developed specifically for you. This integrated approach is meant to provide the best advice possible, simplify the process and save you time.
It’s important to us to get it right from the start, because we want your advisor to be your first call, not only for wealth management, but for everything in between, from selling a business to navigating a challenging life event to sending a child to college and retiring.
As one of our clients, we’ll treat you like family and are committed to putting your interests first. Knowing that you have 360° advice designed to last during your life and beyond from an advisor dedicated to advocating for your individual or business needs can make all the difference.
*Barron’s awarded the 2020 #5, 2019 #4 and 2018 #3 Top RIA Firms rankings to Mariner Wealth Advisors based on data compiled for Mariner Wealth Advisors and the 2017 #2 and 2016 #1 rankings to Mariner Holdings based upon data compiled for Mariner Holdings’ registered investment adviser subsidiaries. The number of firms included in the rankings were: 20 (2016), 30 (2017), 40 (2018), 50 (2019) and 100 (2020). Barron’s publishes rankings based upon a number of criteria and the firms’ filings with the SEC were used to cross-check the data provided. The listing includes numbers of clients, employees, advisors, offices and state locations. The award is not indicative of future performance and there is no guarantee of future investment success. For additional information visit www.barrons.com.
