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.