It’s All About Building Trusted Relationships
With a mission of always putting the client first and associates second, we hold ourselves to a high standard and believe in working with integrity. That means whether we’re collaborating with each other or our clients, we’re thoughtful about creating long-term relationships built on trust. When we say “client first” we mean that we put their interests ahead of our own so we can help them reach their goals.
We wouldn’t be a top-ranked firm* without our talented associates. That’s why we offer an innovative, inclusive place to work and encourage camaraderie and teamwork. We are a growth-oriented, entrepreneurial culture that respects people who represent unique perspectives. We value diversity of talent and experience and work every day to give people a sense of belonging to a shared mission, led by our CEO and President Marty Bicknell. We believe that, together, we can achieve both our mission and our vision as we look ahead with optimism.
We will do big things for our clients, our colleagues and our firm.
We will always be curious and focused on finding what is next.
We will be drivers of change, setting new standards for each other, our clients and our industry.
Excellence is an expectation. We strive to go above and beyond in all we do.
We foster a culture of security, support and acceptance where each of our uniquely talented associates has a voice and we listen.
We show loyalty to instill trust. We are loyal and trustworthy in all interactions.
We keep our promises to our clients and our associates.
Optimism leads to good things. We foster an optimistic outlook because attitude drives outcome.
We care about our clients, associates and our communities. We look out for one another and give to others.
We show gratitude and seek opportunities that create abundance for our clients, associates and communities.
Hear What Our Associates Have to Say About Our Culture
Senior Vice President, Operations
“It’s hard to describe our culture that permeates everything we do, but I would use these descriptors: opportunities and operating with the best intentions; challenging and rewarding; fluid and focused; and innovative and realistic.”
“What I like most about what I do is that it never feels like work. It doesn’t get much better than when you’re able to take care of our clients like you’d want your parents and family to be cared for and to be surrounded by like-minded individuals who want what’s best for their clients and are eager to learn.”
*Barron’s awarded the 2021 and 2020 #5, 2019 #4 and 2018 #3 Top RIA Firms rankings to Mariner Wealth Advisors based on data compiled for Mariner Wealth Advisors and the 2017 #2 and 2016 #1 rankings to Mariner Holdings based upon data compiled for Mariner Holdings’ registered investment adviser subsidiaries. The number of firms included in the rankings were: 20 (2016), 30 (2017), 40 (2018), 50 (2019) and 100 (2020 and 2021). Barron’s publishes rankings based upon a number of criteria and the firms’ filings with the SEC were used to cross-check the data provided. The listing includes numbers of clients, employees, advisors, offices and state locations. The award is not indicative of future performance and there is no guarantee of future investment success. For additional information visit www.barrons.com Registration of an investment advisor does not imply a certain level of training or skill.