Why Mariner Wealth Advisors
We are a nationally recognized wealth advisory firm with offices and advisors across the U.S. Referral relationships are not new for us; in fact, we began our very first referral partner relationship in 2006, the year are firm began. We understand you don’t provide a referral lightly. It takes time to develop a partnership and build trust. The success of our CPA Alliance program is related to how we partner and collaborate with you and your firm. We choose partners that put their clients’ needs first, just like we do.
Integrating Tax & Wealth Advice
To attract and maintain clients, plus grow and scale your firm, it may be the right time for you to expand your offering. We believe in integrating tax and wealth management advice as part of a 360° plan for clients. You can count on our tenured teams to be very attentive to the tax implications related to the ongoing decisions your clients are making.
As our partner, you’ll have direct access to in-house teams including estate planning and trust services and insurance. As clients and prospects look to you for comprehensive wealth management services, you would be able to offer additional solutions, services and guidance on complex issues, such as estate and transition planning, wealth preservation strategies and tax advantaged charitable giving.
Gaining a Competitive Advantage
Mariner Wealth Advisors CPA Alliance can give you a competitive advantage. The trend of traditional CPA services merging with wealth management services is likely to grow in the years ahead. This partnership is designed to help you stay competitive while growing your firm.
Revenue Potential
When you partner with Mariner Wealth Advisors, you receive compensation for referring clients to our firm, which may create an additional, recurring income stream for your company, which, in turn, can enable you to reinvest in your firm’s growth.
We will collaborate with you throughout the client’s relationship cycle, because we believe that tax and wealth management strategies should complement one another.
Resources Available for You & Your Clients
Access our tools, resources and highly credentialed advisors in locations across the country.
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