The Mariner Wealth Advisors Alliance Program for CPAs

Join a growing community of CPAs, across the country, who partner with us to provide new ways to services clients.

Many CPAs today may be considering adding wealth management services for a variety of reasons. Clients may not be receiving comprehensive wealth management advice from their current advisors, and CPA firms want to be more competitive while potentially earning additional revenue.

Three Options for Expanding Your Services

Create your own registered investment advisory (RIA) firm, which can be expensive and time consuming.

Join an RIA firm with a national tax practice or vice versa, which would mean giving up owning your firm.

Partner with Mariner Wealth Advisors’ CPA Alliance Program to help serve your clients.
Why Partner With Us?

We are a nationally recognized wealth advisory firm that serves as a fiduciary. Referral relationships are not new for us — we have participated in a referral partner program since our inception in 2006.

We understand that a CPA doesn’t provide a referral lightly. It takes time to develop the partnership and build trust. The success of our Alliance Program is related to how we partner and collaborate with the CPA firm. We choose partners that share the same “client-first” mission to put our clients’ needs first in all we do.

When you partner with Mariner Wealth Advisors, you access:

Experience: Our advisors have been partnering and collaborating with CPA firms and their clients since our inception.

Growth: The program gives you an opportunity to expand your business.

Resources: You would have access to our helpful tools and resources.

Revenue: As part of the program, you would have the opportunity for additional revenue streams.

Striving to Exceed Expectations

As clients and prospects look to you for holistic, comprehensive wealth management services, you may be looking for a way to offer additional solutions, services and guidance on complex issues, such as estate and transition planning, wealth preservation strategies and tax-advantaged charitable giving.

Mariner Wealth Advisors’ CPA Alliance Program can give you a competitive advantage. It seems today that more tax firms are offering comprehensive wealth management services and more wealth management firms are offering tax services. To attract and maintain clients, plus grow and scale your firm, it may be the right time for you to expand your offering. The Alliance Program allows you to provide tax services while also collaborating with your partners at Mariner Wealth Advisors who provide wealth advice and investment management services.

When you partner with Mariner Wealth Advisors, you receive compensation for referring clients to our firm, which may create an additional income stream for your company. We collaborate with you throughout the client’s relationship cycle, because we believe that tax and wealth management strategies complement one another.

Resources Available For Your Clients

As a member of the Alliance Program, your clients will have access to the following resources:

  • Access to highly credentialed advisors in locations across the country
  • Comprehensive wealth advice
  • Estate planning and trust services
  • Risk management services
  • Investment management
  • Specialized business services (valuation services, business succession, M&A, 401(k) services)
  • Family office services
Ready To Get Started?