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.
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.
Growth
You’ll have the ability to grow your practice by providing new services to help gain a competitive edge and exceed client expectations.
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.
Relationships
Expanding your services to offer integrated tax and wealth management strategies can help strengthen current client relationships and acquire new ones.
Retention
The partnership can help you provide greater growth and opportunity for your younger CPAs to help increase employee retention.
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.
Resources Available for You & Your Clients
Access our tools, resources and highly credentialed advisors in locations across the country.
Hear More From Our Members
“In our view, wealth management encompasses many things – taxes, financial and estate planning, investment advisory services, etc. Partnering with Mariner Wealth Advisors through their CPA Alliance allows us to bring a comprehensive approach to our client service platform. The current movement in the public accounting industry is to be a trusted advisor. Embracing and fully utilizing our partnership with Mariner Wealth Advisors allows us to confidently meet the multitude of needs our clients bring to the table. This has proven to be a wonderful and rewarding way to approach our business.”
Lisa Wall
Hogan – Hansen, P.C.Lisa Wall is an independent Investment Advisor Representative with Mariner Wealth Advisors. The comments expressed may not be representative of the experience of other advisors and there is no assurances that any advisors will experience a certain level of results or satisfaction if engaged in the CPA Alliance Program.
“Infinity CPA Group, LLC has worked closely with Ed Meekins from Mariner Wealth Advisors to guide and direct clients nationwide. Working with Mariner Wealth Advisors and their CPA Alliance brings a holistic approach to our client relationship. We have an ongoing working relationship with Ed Meekins guiding and directing our clients on Investment advice, Estate Planning, Wills, Trusts, Beneficiary designations, along with Tax Projections and Tax Preparation to minimize our clients tax liability. Both Infinity and Mariner provide knowledge and guidance. We take pride in helping our clients achieve their goals. We believe our clients are extremely happy with the professionalism and the working relationship we have with Ed Meekins at Mariner Wealth Advisors. This business model has been rewarding to all involved.”
Leo Panzer
Infinity CPA GroupLeo Panzer is an independent Investment Advisor Representative with Mariner Wealth Advisors. The comments expressed may not be representative of the experience of other advisors and there is no assurances that any advisors will experience a certain level of results or satisfaction if engaged in the CPA Alliance Program.
“Joining the CPA Alliance with Mariner Wealth Advisors allows me to offer ‘holistic’ wealth management solutions, so I can better meet the needs of my clients. Mariner provides “top notch” support at every level of the process. This affiliation has helped to deepen the client relationships while maximizing the clients’ tax efficiency. Both my clients and I have a strong trusted relationship with Mariner and our Senior Wealth Advisor. The expertise in all the areas of wealth management provided by Mariner has been top-level and they always put the client ‘First’.”
DeAnn Morgan
DeAnn Morgan, CPA, PCDeAnn Morgan is an independent Investment Advisor Representative with Mariner Wealth Advisors. The comments expressed may not be representative of the experience of other advisors and there is no assurances that any advisors will experience a certain level of results or satisfaction if engaged in the CPA Alliance Program.
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, CFP®, MST
Managing Director,
Wealth Solutions
Connect With Brian