As you think about your future, and the next step for you
personally and professionally, consider Mariner Wealth Advisors.
If you’re wondering what it’s like to join our firm, don’t take our word for it. Hear how Rachel Vivian, a senior wealth advisor, has grown her practice.
Discover how joining our firm helped Michael Horne, a managing director and senior wealth advisor, grow his practice.
Hear how Joe Azzopardi, a senior wealth advisor, has gained the freedom to focus on his clients and business growth.
Hear how Kevin Carson, a senior wealth advisor, has gained the tools to best serve clients.
Hear how Jennifer Anker, a senior wealth advisor, has the opportunity to advance her professional development.
Hear how Amy Secor, a senior wealth advisor, gained the tools to provide holistic planning for clients.
Join our firm and return to what you do best…working with your clients.
Lesson potential business disruption for your clients and team when you are ready to retire.
Intrigued by the support and value we have to offer but want to own and run your own firm? We can help.
Our in-house tax professionals are an integral part of the wealth teams, providing customized advice to clients.
Benefit from direct access to our wealth management teams while creating a recurring revenue stream.
If you or your team are looking to work at a firm that arms advisors with growth opportunities, in-house resources and innovative investment management solutions while offering clients a boutique experience, joining the Mariner Wealth Advisors family could be the right next move for you. With our in-house tax, insurance, trust and estate solutions, you will be able to provide customized plans while spending time focusing on what you love—your clients.
Kevin recently joined our existing location in West Palm Beach, Fla. Previously he worked for Edelman Financial Engines, LLC.
Michael joined Mariner Wealth Advisors as part of an acquisition in Canton, Ohio.
Malia is a next-gen advisor and began her career at Mariner Wealth Advisors as a client service associate. She was recently promoted to associate wealth advisor.
Ben recently joined our existing location in Concord, N.H. Previously he worked for The Mather Group.
If you’re an advisor who is intrigued by the support and value a firm like Mariner Wealth Advisors has to offer but want to own and run your own firm, we can help.
Whether your main objective is to grow your business or spend more time with clients or family, The Network can help you achieve it. We built our business model around preserving and strengthening your independence and letting your entrepreneurial spirit thrive. Our services aim to help you meet the sophisticated needs of your clients while adding real value to your broker-dealer and custodial relationships.
Not to toot our own horn, but we think we’re pretty good at what we do…don’t just take our word for it. Hear what these advisors say about making the move to Mariner Wealth Advisors.
Advisor Triples AUM in 5 Years With In-House Support
After 36 years spent building a financial planning practice literally from the bottom up—she started in her basement—Patricia Kummer felt she had hit a plateau and lacked the resources to grow her business. She searched for a strategic growth partner to help her expand and serve more clients while attracting the talent needed to do so. After speaking with several firms, she joined Mariner Wealth Advisors. Since then, the sky’s been the limit.
In-House Support Allows Advisors to Take Their Practice to the Next Level
Margaret McDowell and her sons, Andrew and Patrick, wanted to grow their family-owned practice and client services, so they searched for a partner with extensive in-house resources and team support. They focused their search on top-30, growth-oriented firms with a client-first approach. After just two calls, they decided to join Mariner Wealth Advisors. Margaret retired shortly after, and Andrew and Patrick assumed leadership of the practice.
Interested in learning more about the opportunities at Mariner? Connect with us at the following industry events.
The Exit Planning Summit
May 21 – 23 | Scottsdale, Ariz.
National Managing Director
Senior Wealth Advisor
Wealth Management EDGE
May 21 – 24 | Hollywood, Fla.
June 5 – 8 | Las Vegas, NV
June 6 – 8 | Orlando, Fla.
June 14 – 16 | Orlando, Fla.
2023 Carolina’s RIA Summit
June 22 | Charlotte, NC
Brian O’Regan, AIF®
Managing Director, Corporate Development
Managing Director, Senior Wealth Advisor
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