{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/marinerwealthadvisors-com","markdownUrl":"https://nowen.ai/agents/marinerwealthadvisors-com.md","jsonUrl":"https://nowen.ai/agents/marinerwealthadvisors-com.json","name":"Mariner Wealth Advisors, LLC","nickname":"Mariner","website":"https://www.marinerwealthadvisors.com","industry":"Wealth Management","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-09-06T23:39:20.073Z","summary":"Mariner Wealth Advisors is a fiduciary wealth advisory firm delivering integrated planning and investment management to individuals, families, business owners, and institutions.","description":"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":"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.","directory":{"industryName":"Wealth Management","agentCount":17,"indexable":true,"hubUrl":"https://nowen.ai/industry/wealth-management"},"aiReaderFamilies":["Anthropic","Amazon"],"advisorListingUrl":"https://haycion.com/advisors/marinerwealthadvisors-com","products":[{"name":"Wealth Management Services","type":"Solution","url":"https://www.marinerwealthadvisors.com/our-services/individual/wealth-planning/","summary":"A personalized approach to financial planning, investment management, and tax efficiency.","description":"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.","pricing":{},"features":[{"name":"Comprehensive Financial Planning","value":"Achieve Financial Goals","valueDescription":"A thorough approach ensuring every financial detail aligns with personal objectives."},{"name":"Investment Management","value":"Ensure Portfolio Alignment","valueDescription":"Tailored investment strategies adapt to market changes and individual risk tolerances."},{"name":"Tax Planning and Preparation","value":"Maximize Tax Efficiency","valueDescription":"Proactive planning strategies ensure compliance while minimizing liabilities."},{"name":"Estate and Charitable Planning","value":"Preserve Wealth","valueDescription":"Effective planning for seamless asset transfers and philanthropic impact."},{"name":"Growth Strategies for Business Owners","value":"Maximize Business Wealth","valueDescription":"Align business growth with personal financial strategies."}]},{"name":"Investment Banking and Valuation Advisory","type":"Service","url":"https://www.marinerwealthadvisors.com/our-services/business/investment-banking-and-valuation-advisory-services/","summary":"Achieve strategic financial objectives through expert advisory in mergers, acquisitions, and valuation.","description":"Sell-side investment banking and valuation advisory services including independent asset/liability model reviews, financial reporting, and regulatory support tailored for optimal transaction outcomes.","pricing":{},"features":[{"name":"Sell-Side Investment Banking and Valuation","value":"Facilitate Successful Sales Transactions","valueDescription":"We assist clients in navigating the complexities of business sales, optimizing value in transactions."},{"name":"Financial Reporting and Regulatory Support","value":"Ensure Compliance and Reporting Accuracy","valueDescription":"Expert guidance on reporting ensures adherence to regulations and industry standards."},{"name":"Comprehensive Transaction Support","value":"Streamline Complex Transactions","valueDescription":"Our advisory services cover all transaction stages, ensuring a smooth process."}]},{"name":"Risk Management and Insurance Solutions","type":"Service","url":"https://www.marinerwealthadvisors.com/our-services/business/risk-advisory/","summary":"Optimize risk management through integrated insurance solutions.","description":"Comprehensive insurance and risk management services integrated with financial planning, including claims management and risk control tailored for individuals and businesses.","pricing":{},"features":[{"name":"Coverage Design and Administration","value":"Design Tailored Insurance Programs","valueDescription":"Programs designed to fit operational risk profiles efficiently."},{"name":"Integrated Risk Advisory Services","value":"Align Insurance with Financial Goals","valueDescription":"Ensure all insurance decisions reflect broader financial objectives."},{"name":"Claims Management","value":"Streamline Claims Processes","valueDescription":"Provide guidance throughout claims to ensure efficient resolutions."}]},{"name":"Trust and Estate Services","type":"Service","url":"https://www.marinerwealthadvisors.com/our-services/individual/trust-services/","summary":"Comprehensive trust services to ensure asset protection for future generations.","description":"Trust services encompassing document review, asset titling, tax-efficient trusts, and charitable planning to ensure wishes are honored and assets protected.","pricing":{},"features":[{"name":"Asset Distribution Planning","value":"Facilitates Planned Asset Transfers","valueDescription":"Ensures assets are distributed predictably, adhering to your wishes."},{"name":"Review and Design of Trust Documents","value":"Personalizes Trust Framework","valueDescription":"Ensures legal documents align with current wishes and regulations."},{"name":"Tax-Efficient Trusts","value":"Minimizes Tax Liabilities","valueDescription":"Utilizes strategies to enhance asset growth and preserve wealth."}]}],"audiences":[],"segments":[{"name":"Mergers and acquisitions advisory and valuation","description":"Advisory and execution services for sell-side transactions, business valuations, regulatory reporting, and transaction preparation for business owners and institutions.","color":1,"productNames":["Investment Banking and Valuation Advisory"]},{"name":"High-net-worth wealth management","description":"Comprehensive financial planning, investment management, retirement and tax planning, and wealth transfer strategies for individuals, families, and business owners.","color":2,"productNames":["Wealth Management Services"]},{"name":"Trust and estate planning and administration","description":"Design, review, and administration of trusts and estate plans that optimize tax outcomes, asset titling, distributions, and charitable strategies.","color":3,"productNames":["Trust and Estate Services"]},{"name":"Insurance and risk management for individuals and businesses","description":"Risk assessment, insurance program design and administration, claims coordination, and integrated risk advisory aligned with financial and business objectives.","color":4,"productNames":["Risk Management and Insurance Solutions"]}],"faq":[],"comparisons":[],"sources":[{"url":"https://www.marinerwealthadvisors.com","text":"Mariner Wealth Advisors, LLC"},{"url":"https://www.marinerwealthadvisors.com/our-services/individual/wealth-planning/","text":"Wealth Management Services"},{"url":"https://www.marinerwealthadvisors.com/our-services/business/investment-banking-and-valuation-advisory-services/","text":"Investment Banking and Valuation Advisory"},{"url":"https://www.marinerwealthadvisors.com/our-services/business/risk-advisory/","text":"Risk Management and Insurance Solutions"},{"url":"https://www.marinerwealthadvisors.com/our-services/individual/trust-services/","text":"Trust and Estate Services"}]}