One Firm, Many Opportunities

As you think about your future, and the next step for you
personally and professionally, consider Mariner Wealth Advisors.

Mariner Wealth Advisors – By The Numbers

53

ACQUISITIONS

84

LOCATIONS

110B

IN AUA1

1461

ADVISORS

In Their Own Words

Find Out How Our Advisors Grow Their Practice

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. 

 

In Their Own Words

Learn How We Support Our Advisors’ Growth

Discover how joining our firm helped Michael Horne, a managing director and senior wealth advisor, grow his practice.

 

In Their Own Words

Discover How In-House Resources Empower Our Wealth Advisors

Hear how Joe Azzopardi, a senior wealth advisor, has gained the freedom to focus on his clients and business growth.

 

In Their Own Words

Explore How Access to Referral Networks Spurs Advisor’s Growth

Hear how Kevin Carson, a senior wealth advisor, has gained the tools to best serve clients.

 

In Their Own Words

Uncover How Robust Support Helps Advisor Better Serve Clients

Hear how Jennifer Anker, a senior wealth advisor, has the opportunity to advance her professional development.

 

In Their Own Words

Read How Firm Culture and Support Help Advisor Better Serve Clients

Hear how Amy Secor, a senior wealth advisor, gained the tools to provide holistic planning for clients.

 

Who is a Good Fit?

Firm Founders Who Want to Return to Working with Clients

Join our firm and return to what you do best…working with your clients.

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Who is a Good Fit?

Needing a Succession Plan for You And Your Team?

Lesson potential business disruption for your clients and team when you are ready to retire.

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Who is a Good Fit?

Independent Advisors Who Want To Run Their Own Firm

Intrigued by the support and value we have to offer but want to own and run your own firm? We can help.

Who is a Good Fit?

Tax Firms Who Want to Be Part of a Growing RIA

Our in-house tax professionals are an integral part of the wealth teams, providing customized advice to clients.

Who is a Good Fit?

CPAs Who Want to Differentiate their Practice

Benefit from direct access to our wealth management teams while creating a recurring revenue stream.

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Why Join Mariner Wealth Advisors?

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.

Our Newest Advisors

Kevin Garvey Senior Wealth Advisor

Kevin Garvey, CFP®, RFC®

Senior Wealth Advisor

Kevin recently joined our existing location in West Palm Beach, Fla. Previously he worked for Edelman Financial Engines, LLC.

Michael E. McGervey

Michael E. McGervey

Senior Wealth Advisor

Michael joined Mariner Wealth Advisors as part of an acquisition in Canton, Ohio.

Malia Fisher

Malia Fisher

Associate Wealth Advisor

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 Heikes

Benjamin Heikes, CFP®

Senior Wealth Advisor

Ben recently joined our existing location in Concord, N.H. Previously he worked for The Mather Group.

Not Ready to Join?

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.


Mariner Advisor Network

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.

Learn More

Success Stories

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.

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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.

Read More

Want to Connect?

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.

Christopher Mercado

Christopher Mercado
National Managing Director

Rachel Vivian, Senior Wealth Advisor at Mariner Wealth Advisors

Rachel Vivian
Senior Wealth Advisor

Wealth Management EDGE
May 21 – 24 | Hollywood, Fla.

Kevin Corbett, Managing Director, Corporate Development of Mariner Wealth Advisors

Kevin Corbett
Managing Director, Corporate Development

Amy Boyer Director Talent Management

Amy Boyer
Vice President, Recruiting

AICPA
June 5 – 8 | Las Vegas, NV

Ashley Renelt, CRPC®, Wealth Advisor at Mariner Wealth Advisors

Ashley Renelt
Wealth Advisor

INSITE 2023
June 6 – 8 | Orlando, Fla.

Kevin Corbett, Managing Director, Corporate Development of Mariner Wealth Advisors

Kevin Corbett
Managing Director, Corporate Development

Amy Boyer Director Talent Management

Amy Boyer
Vice President, Recruiting

EXPLORE2023
June 14 – 16 | Orlando, Fla.

Kevin Corbett, Managing Director, Corporate Development of Mariner Wealth Advisors

Kevin Corbett
Managing Director, Corporate Development

2023 Carolina’s RIA Summit
June 22 | Charlotte, NC

Brian O'Regan, AIF®, Managing Director of Corporate Development at Mariner Wealth Advisors

Brian O’Regan, AIF®
Managing Director, Corporate Development

Paul Cantor, Managing Director & Senior Wealth Advisor at Mariner Wealth Advisors

Paul Cantor
Managing Director, Senior Wealth Advisor

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In the News

  • Mariner Wealth Advisors Enters New Market with Goldfinch Wealth Management Acquisition
    Mariner Wealth Advisors, a national wealth advisory firm, announced today that it has acquired Greenville, S.C.-based Goldfinch Wealth Management. The firm’s first office in South Carolina, this acquisition reinforces Mariner Wealth Advisors’ mission of positively impacting as many lives as possible by broadening its reach even farther down the East Coast. 

1In billions. AUA totals as of 3/31/23 and include assets under management and assets under advisement for all Mariner, LLC dba Mariner Wealth Advisors (“MWA”) and is not meant to represent regulatory assets under management. Please see Form ADV filings for specific information on regulatory assets under management.
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