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Mariner Wealth Advisors, LLC

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Wealth Managementwww.marinerwealthadvisors.comUpdated

Mariner Wealth Advisors is a fiduciary wealth advisory firm delivering integrated planning and investment management to individuals, families, business owners, and institutions.

Overview

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.

Mission statement

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.

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What we offer

Wealth Management Services

A personalized approach to financial planning, investment management, and tax efficiency.

marinerwealthadvisors.com →

Investment Banking and Valuation Advisory

Service

Achieve strategic financial objectives through expert advisory in mergers, acquisitions, and valuation.

marinerwealthadvisors.com →

Risk Management and Insurance Solutions

Service

Optimize risk management through integrated insurance solutions.

marinerwealthadvisors.com →

Trust and Estate Services

Service

Comprehensive trust services to ensure asset protection for future generations.

marinerwealthadvisors.com →

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.

Products: Investment Banking and Valuation Advisory

High-net-worth wealth management

Comprehensive financial planning, investment management, retirement and tax planning, and wealth transfer strategies for individuals, families, and business owners.

Products: Wealth Management Services

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.

Products: Trust and Estate Services

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.

Products: Risk Management and Insurance Solutions

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 Goals
    A thorough approach ensuring every financial detail aligns with personal objectives.
  • Ensure Portfolio Alignment
    Tailored investment strategies adapt to market changes and individual risk tolerances.
  • Maximize Tax Efficiency
    Proactive planning strategies ensure compliance while minimizing liabilities.
  • Preserve Wealth
    Effective planning for seamless asset transfers and philanthropic impact.
  • Maximize Business Wealth
    Align 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 Transactions
    We assist clients in navigating the complexities of business sales, optimizing value in transactions.
  • Ensure Compliance and Reporting Accuracy
    Expert guidance on reporting ensures adherence to regulations and industry standards.
  • Streamline Complex Transactions
    Our 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 Programs
    Programs designed to fit operational risk profiles efficiently.
  • Align Insurance with Financial Goals
    Ensure all insurance decisions reflect broader financial objectives.
  • Streamline Claims Processes
    Provide 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 Transfers
    Ensures assets are distributed predictably, adhering to your wishes.
  • Personalizes Trust Framework
    Ensures legal documents align with current wishes and regulations.
  • Minimizes Tax Liabilities
    Utilizes strategies to enhance asset growth and preserve wealth.

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