CPA Alliance

Join a growing community of CPAs across the country who partner with us to extend their solutions and services.

As a CPA, you may be considering adding wealth management services to expand your offering, be more competitive and extend client services, all while potentially earning additional revenue.

With your tax experience and our in-house teams, you’ll be able to offer your clients comprehensive, personalized advice, as well as take advantage of resources to help you grow and scale your business. And, when you refer clients to our firm via this program, we’ll compensate you for those referrals.

Reasons to Consider the Program

When you partner with our firm, you maintain your independence while benefiting from direct access to our in-house, tenured wealth management teams to expand your client offering.

JoinMWA Experience


You’ll get the benefit of working with our advisors who have partnered and collaborated with CPA firms and their clients since our inception in 2006.

JoinMWA Growth


You’ll have the ability to grow your practice by providing new services to help gain a competitive edge and exceed client expectations.

JoinMWA Revenue


You’ll have the opportunity to create diverse, recurring revenue streams when you refer clients to our firm with little to no upfront costs.

JoinMWA Relationships


Expanding your services to offer integrated tax and wealth management strategies can help strengthen current client relationships and acquire new ones.

JoinMWA Retention


The partnership can help you provide greater growth and opportunity for your younger CPAs to help increase employee retention.

JoinMWA Succession


Through our business advisory services, you’ll have access to succession planning support and opportunities.

Why Partner With Us

Mariner Wealth Advisors’ Alliance Program is designed to help you stay competitive while growing your firm.

Learn Why CPAs Partner With Us

Resources Available for You & Your Clients

Access our tools, resources and highly credentialed advisors in locations across the country.

See Resources Available

Hear More From Our Members

Ready to Get Started?

We will collaborate with you throughout the client’s relationship cycle, because we believe that tax and wealth management strategies should complement one another.

Brian Leitner, Head of Wealth Management, Chief Practice Management Officer of Mariner Wealth Advisors

Brian Leitner, CFP®, MST
Managing Director,
Wealth Solutions
Connect With Brian