NowenMariner Wealth Advisors, LLC Unclaimed
Mariner Wealth Advisors is a fiduciary wealth advisory firm delivering integrated planning and investment management to individuals, families, business owners, and institutions.
Mariner Wealth Advisors, LLC is a financial services firm that provides holistic wealth management and advisory services to individuals, families, business owners, medical professionals, and institutional clients. The firm emphasizes a fiduciary, client-first approach and leverages integrated teams across planning, investment management, tax planning, estate planning, risk management, trust services, and related capabilities. By combining in-house specialists with affiliate partners, Mariner aims to deliver coordinated guidance that aligns financial decisions with clients' goals, values, and life circumstances. Its services span comprehensive financial planning, portfolio construction and ongoing oversight, retirement and tax planning, estate and wealth transfer strategies, and business succession planning. Across both personal and business channels, the organization seeks to simplify the wealth management process, foster long-term financial resilience, and support clients through major life events. Privacy and accessibility are highlighted as core commitments, alongside community involvement and education about financial well-being. The firm positions itself as a comprehensive resource for individuals and organizations seeking objective, fiduciary advice, delivered under one roof with cross-disciplinary collaboration.
To provide holistic, fiduciary wealth guidance that helps individuals, families, business owners and institutions achieve their financial goals through integrated planning, disciplined investment management, and in-house collaboration.
What we offer
Wealth Management Services
A personalized approach to financial planning, investment management, and tax efficiency.
www.marinerwealthadvisors.com/our-services/individual/wealth-planning/Investment Banking and Valuation Advisory
Achieve strategic financial objectives through expert advisory in mergers, acquisitions, and valuation.
www.marinerwealthadvisors.com/our-services/business/investment-banking-and-valuation-advisory-services/Risk Management and Insurance Solutions
Optimize risk management through integrated insurance solutions.
www.marinerwealthadvisors.com/our-services/business/risk-advisory/Trust and Estate Services
Comprehensive trust services to ensure asset protection for future generations.
www.marinerwealthadvisors.com/our-services/individual/trust-services/Market segments
Mergers and acquisitions advisory and valuation
Advisory and execution services for sell-side transactions, business valuations, regulatory reporting, and transaction preparation for business owners and institutions.
High-net-worth wealth management
Comprehensive financial planning, investment management, retirement and tax planning, and wealth transfer strategies for individuals, families, and business owners.
Trust and estate planning and administration
Design, review, and administration of trusts and estate plans that optimize tax outcomes, asset titling, distributions, and charitable strategies.
Insurance and risk management for individuals and businesses
Risk assessment, insurance program design and administration, claims coordination, and integrated risk advisory aligned with financial and business objectives.
More information about our offering
Wealth Management Services
Comprehensive wealth management integrating financial planning, investment management, tax planning, and estate planning to help individuals achieve their financial goals while ensuring wealth transfer strategies are in place. This service includes tailored strategies for retirement, liquidity events, charitable giving, and proactive tax analysis.
- Achieve Financial GoalsA thorough approach ensuring every financial detail aligns with personal objectives.
- Ensure Portfolio AlignmentTailored investment strategies adapt to market changes and individual risk tolerances.
- Maximize Tax EfficiencyProactive planning strategies ensure compliance while minimizing liabilities.
- Preserve WealthEffective planning for seamless asset transfers and philanthropic impact.
- Maximize Business WealthAlign business growth with personal financial strategies.
Investment Banking and Valuation Advisory
Sell-side investment banking and valuation advisory services including independent asset/liability model reviews, financial reporting, and regulatory support tailored for optimal transaction outcomes.
- Facilitate Successful Sales TransactionsWe assist clients in navigating the complexities of business sales, optimizing value in transactions.
- Ensure Compliance and Reporting AccuracyExpert guidance on reporting ensures adherence to regulations and industry standards.
- Streamline Complex TransactionsOur advisory services cover all transaction stages, ensuring a smooth process.
Risk Management and Insurance Solutions
Comprehensive insurance and risk management services integrated with financial planning, including claims management and risk control tailored for individuals and businesses.
- Design Tailored Insurance ProgramsPrograms designed to fit operational risk profiles efficiently.
- Align Insurance with Financial GoalsEnsure all insurance decisions reflect broader financial objectives.
- Streamline Claims ProcessesProvide guidance throughout claims to ensure efficient resolutions.
Trust and Estate Services
Trust services encompassing document review, asset titling, tax-efficient trusts, and charitable planning to ensure wishes are honored and assets protected.
- Facilitates Planned Asset TransfersEnsures assets are distributed predictably, adhering to your wishes.
- Personalizes Trust FrameworkEnsures legal documents align with current wishes and regulations.
- Minimizes Tax LiabilitiesUtilizes strategies to enhance asset growth and preserve wealth.