Access to Many Resources
You’ll have access to our tools and resources as well as to our highly credentialed advisors in locations across the country, all to help you expand your business and exceed client expectations.
Customized Services and Strategies
As a CPA Alliance partner, you’ll be able to collaborate with our in-house teams to offer your clients comprehensive wealth management services.
Investment Management
Developing a portfolio with proper diversification by leveraging experienced investment managers.
Specialty Tax Services
Partnering with businesses and individuals to create financial strategies and offer advice designed to address tax concerns and facilitate opportunities for growth.
Insurance Solutions
Utilizing insurance to create strategies to help protect your clients’ assets and life.
Cash Flow Management
Helping your clients track personal and business income and expenses while looking for planning opportunities.
Wealth Transfer Planning
Ensuring your clients’ wishes and desires for leaving assets or a legacy are in place.
Investment Opportunities
Open architecture investment platform with access to alternative investment strategies.
Family Office Services
Act as a family CFO by coordinating your clients’ family-related financial matters and facilitating meetings with generations of family members.
Business Succession & Valuation Planning
Helping entrepreneurs grow and transition their businesses and provide valuation reports.
Why Partner With Us
Mariner Wealth Advisors’ Alliance Program is designed to help you stay competitive while growing your firm.
CPA Alliance
Expand your offering, be more competitive and extend client services.
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
Mariner Wealth Advisors does not provide all services listed in this piece. Some services are provided by affiliates and are subject to additional fees.