One Firm, Many Options
Are you an advisor looking to move to a client-first wealth advisory firm with locations across the U.S. or are you thinking about branching out and starting your own firm? Maybe your firm or advisory team is looking for a strategic growth partner or you are looking for a succession strategy for you and your clients.
It could be that you are an independent advisor or firm seeking to scale your business and focus on serving clients without the distractions of back-office responsibilities.
With our integrated advisor solutions and advisor-centric philosophy, we can support you regardless of your path. As you think about your future, and then next step for you personally and professionally, consider Mariner Wealth Advisors.
We’ll Help Make the Transition Seamless
The true test of a successful transition—and one of the biggest concerns of firms and advisors considering joining Mariner Wealth Advisors—is client retention. A clear plan and confident implementation are essential to providing seamless continuity of service for clients. We have developed and refined the onboarding process through more than 40 acquisitions and onboarding more than 500 advisors. You can depend on our team to partner with you for a successful transition for you and your clients.
Learn more about our transition experience.
Hear How Advisors Are Advancing at Our Firm
If you’re wondering what it’s like to join our firm, don’t take our word for it. Hear how Rachel Vivian, a senior wealth advisor, has grown her practice.